Cambridge Advisors Inc
● SEC registered since 1990CRD 104851SEC# 801-36028Omaha, NE
Reg. AUM
$693.5M
Employees
6
Accounts
826
Location
Omaha, NE
Cambridge Advisors Inc assets under management
Cambridge Advisors Inc is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 1990. It reports $693.5 million in regulatory assets under management and employs 6 people.
Cambridge Advisors Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Slade Anderson Control | Vice President | 25-50% | 2021 |
| Lori Lynn Liffring Control | President, Chief Compliance Officer, Treasurer, Chairman | 50-75% | 2005 |
| Michael Lee Bridgman Control | Vice President, Secretary | 25-50% | 2005 |
Frequently asked questions
How much does Cambridge Advisors Inc manage?
Cambridge Advisors Inc reports $693.5 million in regulatory assets under management on its Form ADV.
How many employees does Cambridge Advisors Inc have?
Cambridge Advisors Inc reports 6 employees.
Where is Cambridge Advisors Inc located?
Cambridge Advisors Inc is based in Omaha, NE and has been SEC-registered since 1990.
Does Cambridge Advisors Inc disclose fund performance?
Cambridge Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17330 Wright Street, Suite 205, Omaha, NE 68130 |
| Phone | 402-697-1166 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$693.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$693.5Mregulatory AUM
Discretionary $669.7MNon-discretionary $23.8M