Overview
Assets Under Management: $162 million
Headquarters: SANDWICH, MA
High-Net-Worth Clients: 2
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.81
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 429
Non-Discretionary Accounts: 429
Regulatory Filings
CRD Number: 133301
Filing ID: 1944468
Last Filing Date: 2025-03-03 15:52:00
Website: https://cambridgecape.com