← Back to search
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $0 |
Official SEC filing: View on IAPD