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CAMBRIDGE ADVISORS, LLC

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

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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

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

Firm CRD#:

158928

SEC#:

801-114340

No. of Clients:

276

Assets under Management

$42,550,999

No. of Advisors:

1

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