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, SEC‑registered advisory corporation that has been operating since 1990. The firm is owned by an individual and describes itself as a capital allocator serving both individual/family and institutional clients. Its fees are a mix of percentage of assets under management and fixed fees. Stated advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm does not position itself 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 254Active vs passive
$942M in ETFs
85%
$802M
13%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $106M | 154,547 | 11.26% |
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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