Cumberland Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2 N Tamiami Trl Ste 303, Sarasota, Flori...

Phone Number

(941) 554-4352

Website

www.cumber.com

Revenue

$10 Million

Industry

Finance Securities Trading

About Cumberland Advisors

Cumberland Advisors is a registered investment advisory firm that provides fee-for-service investment management to financial advisors, individual investors, and institutional clients. Established in 1973, the firm emphasizes independent thought, active management, and personalized investment strategies tailored to client needs. With a commitment to transparency and accountability, Cumberland Advisors fosters long-lasting relationships and offers valuable market insights through regular commentary. Headquartered in Sarasota, Florida, the firm prides itself on its deep knowledge of global financial markets and a culture of service.Explore more
Cumberland Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cumberland Advisors Org Chart

JM
United States flag for contact location.
John Mousseau

Chief Executive Officer and Director of Fixed...

PhoneEmail
Phyllis Streit, Chief Financial Officer & Treasurer at Cumberland Advisors
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Phyllis Streit

Chief Financial Officer & Treasurer

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SS
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Samuel Santiago

Chief Technology Officer

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Mark Myers, Executive Vice President & Chief Operating Officer at Cumberland Advisors
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Mark Myers

Executive Vice President & Chief Operating Of...

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BP
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Benjamin Pease

President, Asset Management

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MB
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Michael Blackmon

Regional Director, Southeastern of Investment...

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RK
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Client Services Director, Financial Planning

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Compare Similar Companies to Cumberland Advisors

Compare insights from companies similar to Cumberland Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cumberland Advisors

$10M
11-50
Private
<$5M
1973
JM
John MousseauCEO and Director of Fixed Income
Gerstein Fisher
$19.1M
11-50
Private
-
1993
KB
Kimberly BernsonManaging Director
Navellier & Associates
$15.4M
11-50
Private
<$5M
1987
PK
Peter KoelewynHead Trader
WEDGE Capital Management
$9.1M
11-50
Private
-
1984
CD
Chantal DeckerExecutive VP, Compliance
Portfolio Solutions
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
Argent Capital Management
$6.3M
11-50
Private
-
1998
Steven Finerty, Chairman & Chief Executive Officer at Argent Capital Management
Steven FinertyChairman & CEO
Smith Affiliated Capital
<$5M
11-50
Private
<$5M
1982
Jonathan Smith, Chief Operating Officer at Smith Affiliated Capital
Jonathan SmithChief Operating Officer
Illustration of an envelope

Cumberland Advisors Tech Stack

A closer look at the technologies used by Cumberland Advisors

WordPress.org

By

Automattic
Drupal

By

Drupal
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
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Frequently Asked Questions Regarding Cumberland Advisors

What is Cumberland Advisors's official website?
Cumberland Advisors's official website is www.cumber.com What is Cumberland Advisors's Revenue?
Cumberland Advisors's revenue is $10 Million What is Cumberland Advisors's SIC code?
Cumberland Advisors's SIC: 62,628 What is Cumberland Advisors's NAICS code?
Cumberland Advisors's NAICS: 52,523 How many employees does Cumberland Advisors have?
Cumberland Advisors has 11-50 employees What industry does Cumberland Advisors belong to?
Cumberland Advisors is in the industry of: Finance, Securities Trading What is Cumberland Advisors competition?
Cumberland Advisors top competitors include: Smith Affiliated Capital, Navellier & Associates, Portfolio Solutions, Gerstein Fisher What companies has Cumberland Advisors acquired?
Cumberland Advisors has acquired the companies: CBT Bank, William Penn Bank, Brunswick Bank & Trust, William Penn Bank What technology does Cumberland Advisors use?
Some of the popular technologies that Cumberland Advisors uses are: WordPress.org, Drupal, PHP, Cloudflare Website Optimization Who is the CFO of Cumberland Advisors?
Cumberland Advisors's CFO is Phyllis Streit Who is the CTO of Cumberland Advisors?
Cumberland Advisors's CTO is Samuel Santiago How do I contact Cumberland Advisors?
Cumberland Advisors contact info: Phone number: (941) 554-4352 Website: www.cumber.com What does Cumberland Advisors do?

Cumberland Advisors is a registered investment advisory firm that provides fee-for-service investment management to financial advisors, individual investors, and institutional clients. Established in 1973, the firm emphasizes independent thought, active management, and personalized investment strategies tailored to client needs. With a commitment t... o transparency and accountability, Cumberland Advisors fosters long-lasting relationships and offers valuable market insights through regular commentary. Headquartered in Sarasota, Florida, the firm prides itself on its deep knowledge of global financial markets and a culture of service.Read More

 What are Cumberland Advisors social media links?
Cumberland Advisors Linkedin page Cumberland Advisors Twitter page Cumberland Advisors Facebook page Is Cumberland Advisors a public company?
Cumberland Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cumberland Advisors

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