Overview
Headquarters: SALIDA, CO
Frequently Asked Questions
CAMBRIDGE FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118314), CAMBRIDGE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CAMBRIDGE FINANCIAL ADVISORS, LLC is headquartered in SALIDA, CO.
According to their SEC Form ADV, CAMBRIDGE FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
According to their SEC Form ADV, CAMBRIDGE FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Regulatory Filings
CRD Number: 118314
Filing ID: 1902018
Last Filing Date: 2024-09-17 15:12:00