Cumberland Valley Financial Services Inc.
RIAState Registered
Total AUM
$30.3M
Discretionary
$28.6M
95% of AUM
Avg account
$168K
Accounts
180
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123496
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals95.86%
- Charitable Organizations4.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cumberland Valley Financial Services Inc. is an independent, owner-operated registered investment adviser that serves both individual and institutional clients. The firm provides portfolio management for individuals and small businesses and charges fees partially tied to assets under management (with other fee arrangements noted). Cumberland Valley reports that it does not position itself as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other95%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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