Cambyses Financial Advisors
Cambyses Financial Advisors (CRD# 230786) is a financial advisory firm headquartered in North Hollywood, CA. They manage $7,350,479 in 19 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cambyses Financial Advisors
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$386,867
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MN
Financial Advisors at Cambyses Financial Advisors
1
Steven Roy (CRD# 6499051) is an Investment Advisor Representative working at Cambyses Financial Advisors in North Hollywood, CA and has over 8 years of experience in the finance industry.
2
Marisa Yafai (CRD# 4806962) is an Investment Advisor Representative working at Cambyses Financial Advisors in North Hollywood, CA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.