Cumberland Advisors

RIASEC Registered

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$1.4M

Accounts

2,349

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 107964
Registered since: February 27, 1998
Website: www.cumber.com
Custodians: MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, U.S. BANCORP INVESTMENTS, INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Other36.6%
Individuals30.85%
HNWI22.32%
Corporations / Businesses4.39%
State / Municipal Government2.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingMarket Timing Services

Firm profile

FINTRX

Overview

Cumberland Advisors is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 1998) and serves both individual/family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting and market timing services. Fee arrangements reported include percentage-of-assets, fixed fees and other fee structures. Cumberland maintains industry relationships with banking or thrift institutions, trust companies and insurance firms.