Cumberland Advisors Review

Trust Score 94%
Trust Score info_outline

Cumberland Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 17 advisors. Cumberland Advisors manages $3.0 billion and provides investment advisory services for 4,382 clients (1:258 advisor/client ratio).

The investment management fees that Cumberland Advisors charges are typically negotiated with each client.



View More Download PDF

Managed Investing

Feature Value
Minimum Investment $1,000,000
Average Account AUM $680,866
Hybrid Advisor No
Disciplinary History No
Total AUM $3.0 billion
Advisor / Client Ratio 1:258
Headquarters Sarasota, FL
SEC Filings Forms and Brochures

Questions & Answers

Get answers about Cumberland Advisors

Ask a question question_answer