CAMBRIDGE ADVISORS, LLC - Financial Advisor in New York, Williamsville

Tel: 716-932-7270 6225 Sheridan Drive Suite 102 Williamsville, New York 14221-5806

About CAMBRIDGE ADVISORS, LLC

CAMBRIDGE ADVISORS, LLC is a Williamsville, New York based financial advisory firm with nearly $42,550,999 in assets under management and provides investment advisory services for 276 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

158928

Firm SEC#:

801-114340

Assets Under Management:

$42,550,999

No. of Clients:

276

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees

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