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CAMBRIDGE ADVISORS INC
CRD 104851 · SEC 801-36028
17330 WRIGHT STREET, SUITE 205, OMAHA, NE, 68130, United States
Phone
402-697-1166
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$693.5M
Discretionary AUM
$669.7M
Team
6 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $67.5M |
| High net worth individuals | 99 | $287.7M |
| Pension/profit sharing plans | 6 | $33.3M |
| Charitable organizations | 8 | $304.9M |
States served
CO, IA, MN, NE, OH, MO, TX
All web addresses on file
Official SEC filing: View on IAPD