$55.7M Total AUM
$55.7M Disc. AUM
-- 3Y CAGR
3 Employees
47 ADV. Clients
34 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1992
- Office Locations
- 5
Office Locations
141 Kendall Hill RD Sterling MA
1900 West Park Drive Suite 280 Westborough MA
31 Washington Street Wellesley Hills MA
About Cambridge Trustee Advisors INC
Cambridge Trustee Advisors INC is a Westborough-based RIA with 5 offices. The firm has been operating for 34 years. Managing $55.7M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial.
Team overview
76 AVG AGE
$27.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
26.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID LEAVITT TAYLOR
Investment Advisor, President
- CRD
- #4358025
- Ownership
- 25% but less than 50%
Available
Available
Available
P
PATRICK DALY
Chief Compliance Officer, Vice President
- CRD
- #2579501
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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R
Robert Paul Barrett
--
- CRD
- #8070774
Available
Available
Available
DANIEL PHILLIPS KRAFT
Board of Directors
- CRD
- #274682
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,710,743 | $810,018 |
| Non-Discretionary | $0 | -- |
| Total | $55,710,743 | $810,018 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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