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CAMBRIDGE CAPE COD ADVISORS, LLC

FENTON GREGORY COLEMAN

CRD 133301 · SEC 801-113572

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128 ROUTE 6A, SANDWICH, MA, 02563, United States

Phone

508-888-9300

Fax

508-888-9301

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$194.8M

Discretionary AUM

$0

Team

2 total employees; 0 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION

Client types

TypeClientsAUM
Individuals55$126.6M
High net worth individuals68$68.2M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD