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| Cambridge Advisors LLC
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| |
|---|---|
| CRD # | 158928 |
| SEC # | 801-114340 |
| CIK # | 0001633695 |
| AUM | $42.6 MM (2024-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-932-7270 |
| Address | 6225 Sheridan Drive Suite 102 Williamsville, NY 14221-5806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 13.4 | |
| AAPL | 2,382,844.0 | 8.4 | |
| AMGN | 130,083.0 | 7.9 | |
| UNP | 133,995.4 | 3.3 | |
| CAT | 99,975.7 | 3.2 | |
| ACN | 179,517.0 | 2.8 | |
| LOW | 111,668.6 | 2.7 | |
| DHR | 183,136.1 | 2.6 | |
| NVDA | 399,550.0 | 2.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 8.4 |
| (b) Individuals (high net worth individuals) | 20 | 30.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 1.9 |
| Total | 276 | 42.6 |
| By Discretionary | ||
| Discretionary | 232 | 35.1 |
| Non-Discretionary | 44 | 7.4 |
| Total | 276 | 42.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 42.2 | |
| Total | 276 | 42.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633695] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rock Creek Wealth Planners and Advisors LLC
✚
|
MD | 0.1 |
|
G&G Planning Concepts Inc
✚
|
NY | 0.1 |
|
Comprehensive Capital Management Inc
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|
NJ | 0.0 |
|
Breidenbach Capital Consulting LLC
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IN | 0.0 |
|
Lumiere Financial Group LLC
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NY | 0.0 |
|
ICW Holdings LLC
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|
NY | 0.0 |
|
American Wealth Administration Group LLC
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|
NY | 0.0 |
|
Advisor Financial Services Inc
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|
VA | 0.0 |
|
Capital Insights Group of WNY LLC
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|
NY | 0.0 |
|
Skybound Wealth Management USA LLC
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|
0.0 |