|Cambridge Wealth Management is a RIA based in Tumwater, WA with $29M in AUM and with 4 advisors nationwide.|
|Jeffrey Alan Wachtman||Nov 2009|
|Theodore J Bailey||Mar 2009|
|Bo Dillon Mullenix||Mar 2009|
|Richard Lee Fangen||Aug 2009|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Theodore J Bailey||Advisor||06/01/2007|
|Bo Dillon Mullenix||Managing Partner||06/01/2007|
|Richard Lee Fangen||Partner||01/01/2010|
No firm affiliates listed.
6957 Littlerock Road SW
Tumwater , WA 98512
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees
- Other: SELECTION OF OTHER ADVISORS