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.

Home
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
-
KEVIN LEE POHLE
TRUSTEE owns less than 5%
-
MCCARTHY FAMILY IRREVOCABLE TRUST
NON-VOTING MEMBER owns 75% or more
-
SCOTT MICHAEL MCCARTHY
MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE owns less than 5%
Indirect Owners
-
KEVIN LEE POHLE
TRUSTEE owns 75% or more
-
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