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CAMBIENT FAMILY OFFICE, LLC
CRD 335128 · SEC 801-132283
4690 E. FULTON STREET, SUITE 203, ADA, MI, 49301, United States
Phone
(616) 330-2270
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$857.9M
Discretionary AUM
$781.2M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 172 | $517.3M |
| Charitable organizations | 6 | $66.0M |
| Corporations/business entities | 20 | $274.7M |
States served
MI, TX
All web addresses on file
Official SEC filing: View on IAPD