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CAMBRIDGE WEALTH MANAGEMENT, LLC
CAMBRIDGE WEALTH MANAGEMENT, LLC
CAMBRIDGE, New York
·
1 registered advisor
·
CRD# 172938
SEC# 801-121059
0
518-677-3781
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAMBRIDGE WEALTH MANAGEMENT, LLC
1 registered advisor
Mitsuo Eli Lockrow
CAMBRIDGE, New York
CRD# 2640883
05
Office Locations
CAMBRIDGE, New York
1 advisor
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Data sourced from SEC Form ADV filings. CAMBRIDGE WEALTH MANAGEMENT, LLC (CRD# 172938) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.