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Cambridge Advisors LLC
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CRD # | 158928 |
SEC # | 801-114340 |
CIK # | 0001633695 |
AUM | $51.0 MM (2023-03-23) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 716-932-7270 |
Address | 6225 Sheridan Drive Suite 102 Williamsville, NY 14221-5806 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 9.2 | |
AAPL | 2,382,844.0 | 8.4 | |
AMGN | 130,083.0 | 6.2 | |
UNP | 133,995.4 | 3.5 | |
ACN | 179,517.0 | 3.2 | |
DHR | 183,136.1 | 3.1 | |
LOW | 111,668.6 | 3.1 | |
CAT | 99,975.7 | 2.8 | |
JNJ | 465,600.2 | 2.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 33 | 7.3 |
(b) Individuals (high net worth individuals) | 19 | 41.2 |
(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 | 0.6 |
(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 | 252 | 51.0 |
By Discretionary | ||
Discretionary | 212 | 42.4 |
Non-Discretionary | 40 | 8.6 |
Total | 252 | 51.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 51.0 | |
Total | 252 | 51.0 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001633695] |
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---|---|---|
Mitchell Vaught & Taylor Inc
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|
IL | 0.1 |
Virtus Financial Partners LLC
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FL | 0.1 |
Lee Investment Management LLC
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NY | 0.1 |
G&G Planning Concepts Inc
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Spelts Wealth Management Inc
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CA | 0.1 |
DP Grow LLC
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VA | 0.0 |
Buffalo First Wealth Management LLC
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Shield Wealth Advisors LLC
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NY | 0.0 |
Procapita Partners LLC
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NY | 0.0 |
IUR Capital LLC
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0.0 |