Investment adviser · CRD 106149

CAMBRIDGE TRUSTEE ADVISORS INC

Investment adviser filing (IA)

WELLESLEY HILLS, MA, United States · Form ADV filed May 7, 2012

Regulatory AUM
$62.4M
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: May 7, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

31 WASHINGTON ST
WELLESLEY HILLS, MA, 02481, United States

CRD 106149

Filing source

Form ADV 645456 · May 7, 2012 · 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.