CAMBRIDGE FINANCIAL SERVICES, LTD

CAMBRIDGE ADVISORS
RICHMOND, Virginia·3 registered advisors·CRD# 111889
SEC# 801-30978804-330-5600
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAMBRIDGE FINANCIAL SERVICES, LTD

3 registered advisors
Charles Richard Roberts
RICHMOND, Virginia
Drew Eugene Biehler
RICHMOND, Virginia
Wilson Duke Grkovic
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. CAMBRIDGE FINANCIAL SERVICES, LTD (CRD# 111889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.