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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2015
- Office Locations
- 1
Office Locations
About Cambyses Financial Advisors
Cambyses Financial Advisors (North Hollywood, CA) provides investment advisory, portfolio management, and comprehensive wealth, retirement, and trust/estate planning for individuals, businesses, and donors, including support for private foundations and charitable trusts. Portfolios are primarily ETF-based, and the firm maintains initiative/review programs on emerging innovation themes (AI, quantum computing, space commerce, clean energy) alongside a long-running sustainable philanthropy practice.
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Owner & Executives
STEVEN JOHN ROY
COMPLIANCE OFFICER, Investment Advisor, Managing Member
- CRD
- #6499051
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,820,265 | -- |
| Total | $3,820,265 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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