CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD #118314 SEC #801-129597 SALIDA, CO 719-539-1040
SEC Registered
Total AUM
$111.2M
Discretionary
$0
Employees
3
Clients
101
Accounts
508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $111.2M | $0 | $111.2M | 3 | 0 |
| Mar 2024 | $111.2M | $0 | $111.2M | 3 | 0 |
| Jan 2024 | $111.2M | $0 | $111.2M | 3 | 0 |
DateJul 2024
Total AUM$111.2M
Discretionary$0
Non-Disc.$111.2M
Employees3
Clients0
DateMar 2024
Total AUM$111.2M
Discretionary$0
Non-Disc.$111.2M
Employees3
Clients0
DateJan 2024
Total AUM$111.2M
Discretionary$0
Non-Disc.$111.2M
Employees3
Clients0