Assets Under Management
N/A
Number of Clients
197
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Cambridge Financial Advisors provides comprehensive financial planning services, including portfolio analysis, asset allocation, tax planning, retirement planning, insurance review, and estate planning. They use a passive investment approach with periodic rebalancing. Services are tailored to individual client needs.
339 E Highway 50, Suite 104, Salida, CO, 81201