CAMBRIDGE TRUSTEE ADVISORS INC

WELLESLEY HILLS, Massachusetts·3 registered advisors·CRD# 106149
SEC# 801-40583781-235-3999
01

Firm Overview

AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CAMBRIDGE TRUSTEE ADVISORS INC

3 registered advisors
Daniel Phillips Kraft
WELLESLEY HILLS, Massachusetts
David Leavitt Taylor
WELLESLEY HILLS, Massachusetts
Patrick Daly
WELLESLEY HILLS, Massachusetts
05

Office Locations

WELLESLEY HILLS, Massachusetts
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CAMBRIDGE TRUSTEE ADVISORS INC (CRD# 106149) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.