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 is legally known as CAMBRIDGE ADVISORS, LLC. It is a NY Limited Liability Company. This firm has 1 employees, of which 1 are employees in advisory roles. It serves 6 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 21, 2018.
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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
-
SCOTT MICHAEL MCCARTHY
TRUSTEE owns 75% or more
Firms Located Nearby
- Dopkins Wealth Management LLC
- Waterford Advisors LLC
- Blackridge Asset Management LLC
- Emergent Wealth Advisors LLC
- Amazz Investment Management Inc
- Members Advisory Group LLC
- Ogorek Wealth Management LLC
- Independent Solutions Wealth Management LLC
- Lincoln Sparrow Advisors LLC
- Florian Financial Group LLC
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