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Building 2CUMBERLAND INVESTMENT COUNSEL INC.

Map pinTORONTO ONTARIO
Phone416-482-5337
NotebookSEC #801-41265
Total AUM
$1.4B
Employees
19
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 YORKVILLE AVENUE, 3F
TORONTO ONTARIO
M5R 3K5
Canada
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
416-482-5337
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
48
Discretionary
$1.4B
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$38.8M
HNW Individual Clients
12
AUM
$31.7M
Pooled Vehicle Clients
10
AUM
$1.3B
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
2
AUM
$3.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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