CAMBRIDGE FINANCIAL ADVISORS, LLC
Adviser information for CAMBRIDGE FINANCIAL ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 508 | $111.2M |
Total | 508 | $111.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 95 | $43.9M |
HNW Individuals | 32 | $67.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | Hourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-129597 |
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SEC ERA File Number | 801-129597 |
SEC CIK Numbers | None |
SEC CRD Numbers | 118314 |
Legal Entity Identifier | None |
Principal Office
339 E HIGHWAY 50SUITE 104
SALIDA
CO
United States
Monday - Friday, 9AM-5PM
Tel: 719-539-1040, Fax: None
Websites
Chief Compliance Officer
ROBIN BESS
OWNER
339 E. HIGHWAY 50
SUITE 104
SALIDA
CO
United States
Tel:
719-539-1040
R****@*****************************M
(Full email address available in API data)
Regulatory Contact
PETER GABRIEL
OWNER
108 RIVER RUN DRIVE
BUENA VISTA
CO
United States
Tel:
719-966-5221
P***@*****************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GABRIEL, PETER, LYNDON | Individual | – | OWNER | 01/2015 | 25-50% |
BESS, ROBIN, ANN | Individual | – | OWNER AND CHIEF COMPLIANCE OFFICER | 07/2015 | 25-50% |
Fay, Joel, E. | Individual | – | OWNER | 10/2022 | 25-50% |