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CAMBRIDGE WEALTH MANAGEMENT, LLC

Tel: 518-677-3781
5 Washington St.
Suite 2
Cambridge, New York  12816

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CAMBRIDGE WEALTH MANAGEMENT, LLC

CAMBRIDGE WEALTH MANAGEMENT, LLC is a Cambridge, New York based financial advisory firm with nearly $27,855,272 in assets under management and provides investment advisory services for 103 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

172938

SEC#:

801-121059

No. of Clients:

103

Assets under Management

$27,855,272

No. of Advisors:

1

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