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CUMBERLAND ADVISORS INC
CUMBERLAND ADVISORS INC
CUMBERLAND ADVISORS
SARASOTA, Florida
·
13 registered advisors
·
CRD# 107964
SEC# 801-55344
0
800-257-7013
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
13
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 Management
Retirement Planning
Wealth Management
04
Advisors at CUMBERLAND ADVISORS INC
13 registered advisors
Benjamin Curtis Pease
SARASOTA, Florida
CRD# 4040232
David Raphael Kotok
SARASOTA, Florida
CRD# 1079081
John Robert Mousseau
SARASOTA, Florida
CRD# 1331715
Kelli Kristin Hill
SARASOTA, Florida
CRD# 1316798
Mark James Myers
SARASOTA, Florida
CRD# 7080993
Matthew Craig Mcaleer
SARASOTA, Florida
CRD# 2215933
Michael Dennis Mcniven
SARASOTA, Florida
CRD# 5676699
Nannette Leigh Sabo
SARASOTA, Florida
CRD# 2208766
Patricia Mary Healy
SARASOTA, Florida
CRD# 1632609
Robert Allen Eisenbeis
SARASOTA, Florida
CRD# 5485323
Robert Rodrigo Malvenda
SARASOTA, Florida
CRD# 1163722
Therese Michele Pantalione
SARASOTA, Florida
CRD# 1523804
Timothy James Lyle
SARASOTA, Florida
CRD# 1111138
05
Office Locations
SARASOTA, Florida
13 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
.