$31.8M Total AUM
$25.6M Disc. AUM
7.8% 3Y CAGR
1 Employees
52 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2014
- Office Locations
- 1
Office Locations
5 Washington St. Suite 2 Cambridge NY
About Cambridge Wealth Management, LLC
Cambridge Wealth Management (est. 2014, Cambridge, NY) provides wealth management, financial planning and asset management for high-net-worth individuals and organizations. The firm emphasizes independent thinking and distinctive strategies that go beyond traditional Modern Portfolio Theory and passive indexing, with ETF-focused portfolio construction and risk-managed exposure across equities and fixed income. Custody includes Charles Schwab.
Team overview
54 AVG AGE
$31.8M AVG AUM / ADVISOR
$611.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Pioneer North
Client Personas
Eagle ember
CRM
Matrix legacy
Custodian
Fusion optima Value delta Prime focus
Investment Themes
Radial Focus Pathway timber
Investment Vehicles
Eagle Radial eagle
Platform
Matrix pathway Crest
Services
Unison summit Element Capital Prime harbor Delta Atlas Harbor
Owner & Executives
MITSUO ELI LOCKROW
Chief Compliance Officer, Owner
- CRD
- #2640883
- Ownership
- 75% or more
(259) 877-7143
vertex.catalyst@atlascapital.com
in linkedin.com/in/oak-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,574,240 | $315,731 |
| Non-Discretionary | $6,246,758 | $892,394 |
| Total | $31,820,998 | $361,602 |
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Separately Managed Accounts
Total SMA Asset: $31,820,998
Equity - Exchange:
25.4% Cash:
12.9% U.S. Government/Agency:
18.3% Corporate - Investment Grade:
15.7% Municipal Bonds:
13.2% Public Funds:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,981,942,442 | 25.4% |
| Cash | $1,006,577,067 | 12.9% |
| U.S. Government/Agency | $1,427,934,909 | 18.3% |
| Corporate - Investment Grade | $1,225,058,911 | 15.7% |
| Municipal Bonds | $1,029,985,836 | 13.2% |
| Public Funds | $1,131,423,835 | 14.5% |
| Total | $7,802,923,000 | 100.0% |