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Mitsuo Eli Lockrow

CAMBRIDGE WEALTH MANAGEMENT, LLC·CAMBRIDGE, New York
Unclaimed Profile
5 WASHINGTON ST., CAMBRIDGE, NY 12816CRD# 2640883Firm CRD# 172938
01

About

Mitsuo Eli Lockrow is a registered financial advisor based in CAMBRIDGE, New York, affiliated with CAMBRIDGE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMBRIDGE WEALTH MANAGEMENT, LLC
CAMBRIDGE WEALTH MANAGEMENT, LLC
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAMBRIDGE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2640883
Firm CRD# 172938
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitsuo Eli Lockrow offer?
Mitsuo Eli Lockrow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMBRIDGE, New York for a consultation.
What are Mitsuo Eli Lockrow's credentials?
Mitsuo Eli Lockrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitsuo Eli Lockrow located?
Mitsuo Eli Lockrow is based in CAMBRIDGE, New York, working with CAMBRIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Mitsuo Eli Lockrow charge for services?
Mitsuo Eli Lockrow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE WEALTH MANAGEMENT, LLC?
CAMBRIDGE WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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