Cambridge Advisors Inc
Cambridge Advisors Inc is an SEC-registered wealth manager in Omaha, NE with $693.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Cambridge Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104851, SEC 801-36028, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $693.5M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Omaha, NE
- Employees
- 6
- Clients
- 287
- CRD
- 104851
- Ownership
- ABOOD, GAYLAN, CHARLES; LIFFRING, LORI, LYNN; BRIDGMAN, MICHAEL, LEE; ABOOD, LORI; ANDERSON, JUSTIN, SLADE
How much AUM does Cambridge Advisors Inc have?
Cambridge Advisors Inc reported $693.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Cambridge Advisors Inc?
Disclosed owners and executives of Cambridge Advisors Inc include ABOOD, GAYLAN, CHARLES, LIFFRING, LORI, LYNN, BRIDGMAN, MICHAEL, LEE, ABOOD, LORI, ANDERSON, JUSTIN, SLADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.