CAMBRIDGE ADVISORS, LLC

CRD 158928 · SEC 801-114340

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6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY, 14221-5806, United States

Phone

716-932-7270

Fax

716-932-7287

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$46.5M

Discretionary AUM

$37.6M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	32	$8.1M
High net worth individuals	23	$32.5M
Pension/profit sharing plans	5	$3.3M

States served

NY, TX

All web addresses on file

HTTP://CAMADV.COM/

Official SEC filing: View on IAPD