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CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD 118314 · SEC 801-129597
339 E HIGHWAY 50, SUITE 104, SALIDA, CO, 81201, United States
Phone
719-539-1040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 4 advisory reps; 197 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $0 |
| High net worth individuals | 44 | $0 |
All web addresses on file
Official SEC filing: View on IAPD