| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Lee Pohle | Trustee | Under 5% | 2012 |
| McCarthy Family Irrevocable Trust | Non-Voting Member | Over 75% | 2012 |
| Scott M McCarthy Control | President/ Chief Compliance Officer / Trustee | Under 5% | 2011 |
Cambridge Advisors, LLC reports $42.7 million in regulatory assets under management on its Form ADV.
Cambridge Advisors, LLC reports 1 employees.
Cambridge Advisors, LLC is based in Williamsville, NY and has been SEC-registered since 2018.
Cambridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6225 Sheridan Drive Suite 102, Williamsville, NY 14221-5806 |
| Phone | 716-932-7270 |
| Fax | 716-932-7287 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $34.1M |
| Non-discretionary | $8.5M |
| Total (RAUM) | $42.7M |