CAMBRIDGE LEGACY ADVISORS, INC.
CRD #119558 SEC #801-64117 DALLAS, TX 972-267-8181
SEC Registered Disclosures
Total AUM
$130M
Discretionary
$130M
Employees
11
Clients
251
Accounts
1,523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2013 | $122M | $122M | $0 | 3 | 700 |
| Oct 2013 | $122M | $122M | $0 | 3 | 700 |
| Aug 2013 | $122M | $122M | $0 | 3 | 700 |
| Aug 2013 | $122M | $122M | $0 | 3 | 700 |
| Jun 2013 | $122M | $122M | $0 | 3 | 700 |
| May 2013 | $122M | $122M | $0 | 3 | 700 |
| Apr 2013 | $122M | $122M | $0 | 3 | 700 |
| Mar 2013 | $122M | $122M | $0 | 3 | 700 |
| Mar 2013 | $122M | $122M | $0 | 3 | 700 |
| Feb 2013 | $130M | $130M | $0 | 4 | 700 |
| Feb 2013 | $130M | $130M | $0 | 4 | 700 |
| Jan 2013 | $130M | $130M | $0 | 4 | 700 |
| Jan 2013 | $130M | $130M | $0 | 4 | 700 |
| Oct 2012 | $130M | $130M | $0 | 11 | 700 |
| Oct 2012 | $130M | $130M | $0 | 11 | 700 |
| Oct 2012 | $130M | $130M | $0 | 11 | 700 |
| Oct 2012 | $130M | $130M | $0 | 11 | 700 |
| Oct 2012 | $130M | $130M | $0 | 11 | 700 |
| Jul 2012 | $130M | $130M | $0 | 11 | 700 |
| May 2012 | $130M | $130M | $0 | 11 | 700 |
| May 2012 | $130M | $130M | $0 | 11 | 700 |
| Mar 2012 | $130M | $130M | $0 | 11 | 700 |
| Jan 2012 | $125M | $125M | $0 | 11 | 700 |
| Sep 2011 | $125M | $125M | $0 | -- | -- |
| Aug 2011 | $125M | $125M | $0 | -- | -- |
| Apr 2011 | $125M | $125M | $0 | -- | -- |
| Apr 2011 | $125M | $125M | $0 | -- | -- |
| Mar 2011 | $125M | $125M | $0 | -- | -- |
| Feb 2011 | $125M | $125M | $0 | -- | -- |
| Feb 2011 | $125M | $125M | $0 | -- | -- |
| Feb 2011 | $125M | $125M | $0 | -- | -- |
| Jan 2011 | $125M | $125M | $0 | -- | -- |
| Jul 2010 | $125M | $125M | $0 | -- | -- |
| Jun 2010 | $125M | $125M | $0 | -- | -- |
| May 2010 | $125M | $125M | $0 | -- | -- |
| May 2010 | $125M | $125M | $0 | -- | -- |
| May 2010 | $125M | $125M | $0 | -- | -- |
| Mar 2010 | $115M | $115M | $0 | -- | -- |
| Mar 2009 | $75M | $75M | $0 | -- | -- |
| Jan 2008 | $40M | $40M | $0 | -- | -- |
| Jan 2008 | $40M | $40M | $0 | -- | -- |
| Mar 2007 | $40M | $40M | $0 | -- | -- |
| Jan 2007 | $30M | $30M | $0 | -- | -- |
| Oct 2005 | $75M | $75M | $0 | 5 | -- |
| Sep 2005 | $75M | $75M | $0 | 5 | -- |
DateNov 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateOct 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateAug 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateAug 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateJun 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateMay 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateApr 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateMar 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateMar 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients700
DateFeb 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients700
DateFeb 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients700
DateJan 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients700
DateJan 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients700
DateOct 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateOct 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateOct 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateOct 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateOct 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateJul 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateMay 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateMay 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateMar 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees11
Clients700
DateJan 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees11
Clients700
DateSep 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--