Cumulare Asset Management, LLC
RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$482K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288846
- Custodians
- INTERACTIVE BROKERS LLC, INSPIRA FINANCIAL, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.35%
- Individuals0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cumulare Asset Management, LLC is an independently owned, limited liability RIA that focuses on serving individual and family clients, along with small businesses. The firm provides financial planning and portfolio management and charges clients on a percentage-of-AUM basis and, in some cases, hourly. It operates as a single-state adviser and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities70%
- Cash & Cash Equivalents26%
- US Government Bonds4%
Contacts
1 of 1
Alan Miller
Principal & Co-FounderCRD 6582942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Choice Financial & Insurance Services, Inc.
RIABrea, CA
AUM $7.2MTEAM 1REPS 1
Green Investment Strategies, Incorporated
RIAAUM $7.2MTEAM 1REPS 1
Strategic Wealth Investments, LLC
RIAKnoxville, TN
AUM $7.2MTEAM 1REPS 1
Timothy L. Conner
RIAAUM $7.2MTEAM 1REPS 1
MT Ryan, Inc.
RIASan Clemente, CA
AUM $7.2MTEAM 1REPS 1
Privatus
RIARancho Cucamonga, CA
AUM $7.2MTEAM 1REPS 1