Sign in
Create a free account
CUMBERLAND ADVISORS
SARASOTA, FL
800-257-7013
SEC #801-55344Total AUM
$3.2B
Employees
36Clients
1,236Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 SOUTH SCHOOL AVENUE
SUITE 900
SARASOTA
FL 34237
United States
SUITE 900
SARASOTA
FL 34237
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-257-7013
Financials
Total AUM
$3.2B
Accounts
2,349Discretionary
$3.2B
Accounts
2,336Non-Discretionary
$8.8M
Accounts
13
Clients
Individual Clients
885AUM
$992.6M
HNW Individual Clients
206AUM
$718M
Pooled Vehicle Clients
1AUM
$2.7M
Pension/Profit Sharing Plan Clients
8AUM
$50.1M
Charitable Organization Clients
11AUM
$65.4M
Government Entity Clients
5AUM
$65.6M
Insurance Company Clients
1AUM
$4.1M
Corporation or Business Clients
13AUM
$141.1M
Other Clients
106AUM
$1.2B
Description of Other Clients
ASSETS MANAGED FOR ADVISORS, BROKER-DEALERS AND INTERMEDIARIES; UNDERLYING CLIENT TYPES NOT TRACKED
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther ServicesPension Consulting
Other Services
CONSULTING SERVICES FOR GOVERNMENTAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MODEL DELIVERY FEES
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVIVTWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.