Financial advisers in Cambridge, NY
3 registered investment adviser firms in Cambridge managing $150M in assets, based on public SEC Form ADV filings.
Weatherhelm Capital Management LLC
Cambridge, NY · Est. 2015
Local
- AUM
- $91M
- Per adviser
- $45M
- Advisers
- 2
No reported disclosures
Cambridge Wealth Management, LLC
Cambridge, NY · Est. 2021
Local
- AUM
- $32M
- Per adviser
- $32M
- Advisers
- 1
No reported disclosures
Maidstone Wealth Management, LLC
Cambridge, NY · Est. 2025
Local
- AUM
- $27M
- Per adviser
- $27M
- Advisers
- 1
No reported disclosures