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CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.

CRD 145773

830 E JOHNSTOWN RD, SUITE A, COLUMBUS, OH, 43230-3815, United States

Phone

614-414-0600

Fax

614-414-0602

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees; COMBINATION OF FLAT FEES AND PERCENTAGE OF INCOME

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$0

Official SEC filing: View on IAPD