Cumberland Advisors
Cumberland Advisors (CRD# 107964) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,420,180,829 in 2,608 accounts and serve the financial needs of clients across 47 states (or territories).
-
Total Assets Under Management3,420MILLION
-
Total Number of Accounts2,608ACCOUNTS
-
Average Account Value$1,311,419
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Market timing services
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
Michael Blackmon (CRD# 844779) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 34 years of experience in the finance industry.
Shaun Burgess (CRD# 6341644) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 9 years of experience in the finance industry.
Robert Eisenbeis (CRD# 5485323) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 16 years of experience in the finance industry.
Patricia Healy (CRD# 1632609) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 37 years of experience in the finance industry.
Daniel Himelberger (CRD# 6173258) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 9 years of experience in the finance industry.
Donna Jackson (CRD# 6398847) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 9 years of experience in the finance industry.
David Kotok (CRD# 1079081) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 32 years of experience in the finance industry.
Timothy Lyle (CRD# 1111138) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 41 years of experience in the finance industry.
Matthew McAleer (CRD# 2215933) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 30 years of experience in the finance industry.
Michael McNiven (CRD# 5676699) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 14 years of experience in the finance industry.