Cambridge Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5 Washington St Ste 2, Cambridge, New Yo...

Phone Number

(518) 677-3781

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cambridge Wealth Management

Cambridge Wealth Management, founded by Mitsuo Lockrow in 2014, is an independent investment firm that specializes in serving high-net-worth individuals and institutional investors. The firm focuses on providing financial clarity and harmony through its wealth and asset management services. With a commitment to excellence and independent thinking, Cambridge Wealth Management aims to create risk-attentive, total-return investment strategies for its clients. The company's core values emphasize clarity, excellence, harmony, and respect for diversity.Explore more
Cambridge Wealth Management's Social MediaPopular SearchesCambridge Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Cambridge Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cambridge Wealth Manageme...

<$5M
1-10
Private
-
-
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Activity Insights

Cambridge Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cambridge Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cambridge Wealth Management.

Cambridge Wealth Management Tech Stack

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Frequently Asked Questions Regarding Cambridge Wealth Management

What is Cambridge Wealth Management's official website?
Cambridge Wealth Management's official website is www.cwllc.com
What is Cambridge Wealth Management's Revenue?
Cambridge Wealth Management's revenue is <$5 Million
What is Cambridge Wealth Management's SIC code?
Cambridge Wealth Management's SIC: 62,628
What is Cambridge Wealth Management's NAICS code?
Cambridge Wealth Management's NAICS: 52,523
How many employees does Cambridge Wealth Management have?
Cambridge Wealth Management has 1-10 employees
What industry does Cambridge Wealth Management belong to?
Cambridge Wealth Management is in the industry of: Finance, Securities Trading
What is Cambridge Wealth Management competition?
Cambridge Wealth Management top competitors include: ECL Private Wealth Management, ProVise Management Group, Hudson Valley Wealth Management, Pillar Wealth Management
What technology does Cambridge Wealth Management use?
Some of the popular technologies that Cambridge Wealth Management uses are: goo.gl, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact Cambridge Wealth Management?
Cambridge Wealth Management contact info: Phone number: (518) 677-3781 Website: www.cwllc.com
What does Cambridge Wealth Management do?

Cambridge Wealth Management, founded by Mitsuo Lockrow in 2014, is an independent investment firm that specializes in serving high-net-worth individuals and institutional investors. The firm focuses on providing financial clarity and harmony through its wealth and asset management services. With a commitment to excellence and independent thinking,... Cambridge Wealth Management aims to create risk-attentive, total-return investment strategies for its clients. The company's core values emphasize clarity, excellence, harmony, and respect for diversity.Read More

What are Cambridge Wealth Management social media links?
Cambridge Wealth Management Linkedin page Cambridge Wealth Management Facebook page
Is Cambridge Wealth Management a public company?
Cambridge Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cambridge Wealth Management

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