CUMBERLAND ADVISORS INC

CUMBERLAND ADVISORS
SARASOTA, Florida·24 registered advisors·CRD# 107964
SEC# 801-553440800-257-7013
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
24
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other advisory services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MODEL DELIVERY FEES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CUMBERLAND ADVISORS INC

24 registered advisors
Benjamin Curtis Pease
SARASOTA, Florida
Daisy Gloria Lopez
SARASOTA, Florida
David Emerson Sparks
SARASOTA, Florida
David Raphael Kotok
SARASOTA, Florida
Donna Lee Sooy
SARASOTA, Florida
Jerome Irwin Marcus
SARASOTA, Florida
John Robert Mousseau
SARASOTA, Florida
Kelli Kristin Hill
SARASOTA, Florida
Lawrence Edward Donato
SARASOTA, Florida
Maribel No Middle Name Echevarria
SARASOTA, Florida
Mark James Myers
SARASOTA, Florida
Matthew Craig Mcaleer
SARASOTA, Florida
Michael Dennis Mcniven
SARASOTA, Florida
Michael F Comes
SARASOTA, Florida
Nannette Leigh Sabo
SARASOTA, Florida
Patricia Mary Healy
SARASOTA, Florida
Peter Demirali
SARASOTA, Florida
Phyllis Ann Streit
SARASOTA, Florida
Robert Allen Eisenbeis
SARASOTA, Florida
Robert Rodrigo Malvenda
SARASOTA, Florida
Samuel Antonio Santiago
SARASOTA, Florida
Sharon No Middle Name Prizant
SARASOTA, Florida
Therese Michele Pantalione
SARASOTA, Florida
Timothy James Lyle
SARASOTA, Florida
05

Office Locations

SARASOTA, Florida
24 advisors

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Data sourced from SEC Form ADV filings. CUMBERLAND ADVISORS INC (CRD# 107964) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.