Cambridge Advisors LLC
Legal Name: CAMBRIDGE ADVISORS, LLC
Full Contact Details
Cambridge Advisors LLC
6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY
716-932-7270
716-932-7287
Other Info
Cambridge Advisors LLC, a New York-based Limited Liability Company, boasts an impressive track record of serving 6 clients, with 1 employee specializing in advisory roles. The SEC has recently approved the firm with a registration date of December 21, 2018, solidifying their position as a trustworthy and respected financial advisory firm.
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We Take Care of Your Future The financial planning environment is ever changing. Accordingly, it is harder than ever to find the right advisory relationship. At Cambridge, we believe that choosing a financial advisor is something that should be done carefully. We believe we offer a unique and val…
Direct Owners
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KEVIN LEE POHLE
TRUSTEE owns less than 5%
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MCCARTHY FAMILY IRREVOCABLE TRUST
NON-VOTING MEMBER owns 75% or more
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SCOTT MICHAEL MCCARTHY
MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE owns less than 5%
Indirect Owners
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KEVIN LEE POHLE
TRUSTEE owns 75% or more
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SCOTT MICHAEL MCCARTHY
TRUSTEE owns 75% or more
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS S&P 500 ETF SHS $55,305k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $39,968k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $21,697k
- ISHARES TR CORE S&P MCP ETF $11,844k
- VANGUARD CHARLOTTE FDS $11,809k
- VANGUARD SCOTTSDALE FDS $10,586k
- VANGUARD INDEX FDS TOTAL STK MKT $10,572k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $5,980k
- MICROSOFT CORP $5,448k
- Berkshire Hathaway, Inc. $4,872k