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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 5, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BESS, ROBIN, ANN | I | OWNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| Fay, Joel, E. | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
| GABRIEL, PETER, LYNDON | I | OWNER | C | Control |
Registrations
Federal
IA
Jul 5, 2024 REGISTERED
Notice Filings (5)
CO KY OH TX WI
Address
339 E HIGHWAY 50SUITE 104
SALIDA, CO 81201
United States
Phone: 719-539-1040