← Tributary

CAMBRIDGE FINANCIAL ADVISORS, LLC

SALIDA, CO · CRD 118314 · IAPD ↗ · cambridgefinancialadvisors.com · 719-539-1040

$0Regulatory AUM
3Advisory reps
3Employees
127Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — CAMBRIDGE FINANCIAL ADVISORS, LLC (SALIDA, CO) left the SEC roster (was $0 RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
March 2024 — CAMBRIDGE FINANCIAL ADVISORS, LLC (SALIDA, CO) is newly SEC-registered with $111.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.