CAMBRIDGE WEALTH MANAGEMENT, LLC of CAMBRIDGE, NY is an SEC-registered investment adviser (CRD 172938). Regulatory assets under management: $31.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Mitsuo Eli Lockrow | OWNER, CHIEF COMPLIANCE OFFICER | — |
| LOCKROW MITSUO ELI | OWNER, CHIEF COMPLIANCE OFFICER; WEALTH STRATEGIST, CHIEF COMPLIANCE OFFICER | — |