Cambridge Advisors Inc
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 104851
- Registered since
- February 16, 1990
- Website
- www.cambridgeadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations43.97%
- HNWI41.49%
- Individuals9.73%
- Pension & Profit Sharing Plans4.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cambridge Advisors Inc is an independent registered investment adviser that has been SEC-registered since 1990. The firm is individually owned and serves both individual/family and institutional clients. It positions itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities17%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
3 of 4
Justin Anderson
Owner, Vice PresidentCRD 4575428
Lori Liffring
Managing PartnerCRD 2429162
Michael Bridgman
Vice PresidentCRD 1953229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$480M in ETFs
83%
$397M
15%
$82.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $109M | 155,252 | 22.68% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 17330 Wright St
- Time zone
- CT (UTC-6)
- Office locations
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