Investment adviser · CRD 118314

CAMBRIDGE FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

SALIDA, CO, United States · Form ADV filed Sep 17, 2024

Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 17, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

339 E HIGHWAY 50, SUITE 104
SALIDA, CO, 81201, United States

CRD 118314

Filing source

Form ADV 1902018 · Sep 17, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.