Cambridge Trustee Advisors Inc
Cambridge Trustee Advisors Inc is an SEC-registered ria with $62.4M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Cambridge Trustee Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106149, data through 2012-05-07.
- AUM (assets under management / regulatory AUM)
- $62.4M (2012-05-07)
- Firm type
- Ria
- CRD
- 106149
- Ownership
- TAYLOR, DAVID, LEAVITT; KRAFT, DANIEL, PHILLIPS; DALY, PATRICK; TAYLOR, JOHN
How much AUM does Cambridge Trustee Advisors Inc have?
Cambridge Trustee Advisors Inc reported $62.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-05-07).
Who owns Cambridge Trustee Advisors Inc?
Disclosed owners and executives of Cambridge Trustee Advisors Inc include TAYLOR, DAVID, LEAVITT, KRAFT, DANIEL, PHILLIPS, DALY, PATRICK, TAYLOR, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.