CAMBRIDGE ADVISORS, LLC
CRD #158928 SEC #801-114340 WILLIAMSVILLE, NY 716-932-7270
SEC Registered
Total AUM
$42.7M
Discretionary
$34.1M
Employees
1
Clients
25
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $42.7M | $34.1M | $8.5M | 1 | 2 |
| Mar 2024 | $42.6M | $35.1M | $7.4M | 1 | 2 |
| Apr 2023 | $51M | $42.4M | $8.6M | 1 | 6 |
| Mar 2023 | $51M | $42.4M | $8.6M | 1 | 6 |
| Mar 2023 | $51M | $42.4M | $8.6M | 1 | 6 |
| Mar 2022 | $35.7M | $29.2M | $6.5M | 1 | 0 |
| Mar 2021 | $34.4M | $28.4M | $6M | 1 | 0 |
| Jun 2020 | $39M | $32.8M | $6.3M | 1 | 6 |
| Mar 2020 | $39M | $32.8M | $6.3M | 1 | 6 |
| Aug 2019 | $47.1M | $41.4M | $5.7M | 1 | 6 |
| Mar 2019 | $47.1M | $41.4M | $5.7M | 1 | 6 |
| Mar 2019 | $47.1M | $41.4M | $5.7M | 1 | 6 |
| Dec 2018 | $50.2M | $44M | $6.2M | 1 | 6 |
| Dec 2018 | $50.2M | $44M | $6.2M | 1 | 6 |
| Dec 2018 | $50.2M | $44M | $6.2M | 1 | 6 |
| Nov 2018 | $50.2M | $44M | $6.2M | 1 | 6 |
| Oct 2018 | $50.2M | $44M | $6.2M | 1 | 6 |
DateMar 2025
Total AUM$42.7M
Discretionary$34.1M
Non-Disc.$8.5M
Employees1
Clients2
DateMar 2024
Total AUM$42.6M
Discretionary$35.1M
Non-Disc.$7.4M
Employees1
Clients2
DateApr 2023
Total AUM$51M
Discretionary$42.4M
Non-Disc.$8.6M
Employees1
Clients6
DateMar 2023
Total AUM$51M
Discretionary$42.4M
Non-Disc.$8.6M
Employees1
Clients6
DateMar 2023
Total AUM$51M
Discretionary$42.4M
Non-Disc.$8.6M
Employees1
Clients6
DateMar 2022
Total AUM$35.7M
Discretionary$29.2M
Non-Disc.$6.5M
Employees1
Clients0
DateMar 2021
Total AUM$34.4M
Discretionary$28.4M
Non-Disc.$6M
Employees1
Clients0
DateJun 2020
Total AUM$39M
Discretionary$32.8M
Non-Disc.$6.3M
Employees1
Clients6
DateMar 2020
Total AUM$39M
Discretionary$32.8M
Non-Disc.$6.3M
Employees1
Clients6
DateAug 2019
Total AUM$47.1M
Discretionary$41.4M
Non-Disc.$5.7M
Employees1
Clients6
DateMar 2019
Total AUM$47.1M
Discretionary$41.4M
Non-Disc.$5.7M
Employees1
Clients6
DateMar 2019
Total AUM$47.1M
Discretionary$41.4M
Non-Disc.$5.7M
Employees1
Clients6
DateDec 2018
Total AUM$50.2M
Discretionary$44M
Non-Disc.$6.2M
Employees1
Clients6
DateDec 2018
Total AUM$50.2M
Discretionary$44M
Non-Disc.$6.2M
Employees1
Clients6
DateDec 2018
Total AUM$50.2M
Discretionary$44M
Non-Disc.$6.2M
Employees1
Clients6
DateNov 2018
Total AUM$50.2M
Discretionary$44M
Non-Disc.$6.2M
Employees1
Clients6
DateOct 2018
Total AUM$50.2M
Discretionary$44M
Non-Disc.$6.2M
Employees1
Clients6