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Cambridge Cape Cod Advisors, Llc
Sandwich, Massachusetts
Cambridge Cape Cod Advisors, LLC is a highly regarded investment advisory firm located in Sandwich, MA. With over 60 individual clients and a substantial $147,851,000 in assets under management, the company provides comprehensive financial guidance and investment strategies tailored to each client's unique goals.
As a small firm, Cambridge Cape Cod Advisors, LLC prides itself on its personalized approach and commitment to building long-lasting relationships with clients. While the majority of their assets managed are for high net worth individuals, the firm also possesses the expertise to handle employer funds, although such acco...see more
Assets Under Mgmt
$147.85M
Investment Professionals
2
Locations
0
% 401K & Individual
Compensation Structure
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other: TAX PREPARATION
Reviews for Cambridge Cape Cod Advisors, Llc
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