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CAMBRIDGE ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$46,540,702
Discretionary
$37,612,290
Non-discretionary
$8,928,412

Firm details

CRD number
158928
SEC file number
801-114340
Main office
WILLIAMSVILLE, NY, United States
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.