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Jerome Irwin Marcus

CUMBERLAND ADVISORS INC·SARASOTA, Florida
Unclaimed Profile
ONE SARASOTA TOWER, SARASOTA, FL 34236CRD# 6962504Firm CRD# 107964
01

About

Jerome Irwin Marcus is a registered financial advisor based in SARASOTA, Florida, affiliated with CUMBERLAND ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CUMBERLAND ADVISORS INC
CUMBERLAND ADVISORS
AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at CUMBERLAND ADVISORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other advisory services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MODEL DELIVERY FEES
Regulatory
SEC/IARD CRD# 6962504
Firm CRD# 107964
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerome Irwin Marcus offer?
Jerome Irwin Marcus specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Jerome Irwin Marcus's credentials?
Jerome Irwin Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerome Irwin Marcus located?
Jerome Irwin Marcus is based in SARASOTA, Florida, working with CUMBERLAND ADVISORS INC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Jerome Irwin Marcus charge for services?
Jerome Irwin Marcus's firm is compensated through percentage of aum, hourly charges, subscription fees, other: model delivery fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUMBERLAND ADVISORS INC?
CUMBERLAND ADVISORS INC has approximately 44 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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