CUMBERLAND SECURITIES LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 13970
- Registered since
- March 20, 1984
- Website
- www.cumberlandsecurities.com
Firm profile
FINTRXOverview
Cumberland Securities LLC is organized as a limited liability company and has been SEC-registered since 1984. Public disclosures in the dataset are sparse: the firm is listed as owned by domestic entities and individuals and is categorized as "unclassified." The record indicates it is not a capital allocator and does not position itself as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not supply details on the firm's advisory activities, business lines, client segmentation, or fee structure, so there is limited visibility into how Cumberland Securities sources mandates, structures fees, or positions its investment services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ADAM GARCHIK
CEOCRD 2967638
JASON KUNREUTHER
Chief Operating OfficerCRD 2648709
CHRIZITA CALIXTO
Chief Financial OfficerCRD 6564070
Contacts
3 of 15SAYENA MOSTOWFI
DirectorCRD 5585902
APRIL HEITZ
Vice PresidentCRD 6029141
GARY GARELICK
Senior Business ManagerCRD 4305583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 540 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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