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Cambridge Advisors Inc

● SEC registered since 1990CRD 104851SEC# 801-36028Omaha, NE
Export (members)
Reg. AUM
$622M
Employees
6
Accounts
787
Location
Omaha, NE

Cambridge Advisors Inc assets under management

Cambridge Advisors Inc is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 1990. It reports $622 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/cambridge-advisors-inc-View on SEC.gov ↗

Cambridge Advisors Inc owners & executives

3 reported
NameTitleOwnershipSince
Justin Slade Anderson ControlVice President25-50%2021
Lori Lynn Liffring ControlPresident, Chief Compliance Officer, Treasurer, Chairman50-75%2005
Michael Lee Bridgman ControlVice President, Secretary25-50%2005

Frequently asked questions

How much does Cambridge Advisors Inc manage?

Cambridge Advisors Inc reports $622 million in regulatory assets under management on its Form ADV.

How many employees does Cambridge Advisors Inc have?

Cambridge Advisors Inc reports 6 employees.

Where is Cambridge Advisors Inc located?

Cambridge Advisors Inc is based in Omaha, NE and has been SEC-registered since 1990.

Does Cambridge Advisors Inc disclose fund performance?

Cambridge Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17330 Wright Street, Suite 205, Omaha, NE 68130
Phone402-697-1166
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$594.7M
Non-discretionary$27.2M
Total (RAUM)$622M