Cambridge Trustee Advisors Inc (Wellesley Hills)

Cambridge Trustee Advisors Inc is an adviser based in Wellesley Hills. It manages $62.37 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Cambridge Trustee Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambridge Trustee Advisors: assets under management

The assets under management (AUM) of Cambridge Trustee Advisors Inc is $62.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $810.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cambridge Trustee Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cambridge Trustee Advisors Inc

Daniel Phillips Kraft has been acting as President since 1 Apr 1992. David Leavitt Taylor joined the executive team most recently as the Treasurer/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Leavitt Taylor	Treasurer/director	1 Jan 1992	Other	4358025
Patrick Daly	Clerk/director	1 Jan 1992	Other	2579501
John Taylor	Vice-president/director	1 Jan 1992	Other	2581101
Daniel Phillips Kraft	President/director	1 Apr 1992	50% - 75%	274682

Based in Wellesley Hills

The principal office where Cambridge Trustee Advisors Inc performs its advisory services is located at 31 Washington St, Wellesley Hills, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.