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

Revenue

$10 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
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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 MediaPopular SearchesCumberland Advisors IncCumberland AdvisorsCumberland InvestmentsCumberland Investment CorpCumberland Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Cumberland Advisors Org Chart

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Phyllis Streit, Chief Financial Officer at Cumberland Advisors
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Chief Financial Officer

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

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MM
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President, Private Wealth Management

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BP
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President, Asset Management

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JM
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cumberland Advisors

$10M
11-50
Private
<$5M
1973
Phyllis Streit, Chief Financial Officer at Cumberland Advisors
Phyllis StreitChief Financial Officer
$19.1M
11-50
Private
-
1993
KB
Kimberly BernsonManaging Director
$15.4M
11-50
Private
<$5M
1987
RF
Robert FullerDirector, Information Technologies
$9.1M
11-50
Private
-
1984
CD
Chantal DeckerExecutive VP, Compliance
$6.3M
11-50
Private
-
1998
<$5M
11-50
Private
<$5M
1982
CC
Christina CosterChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Cumberland Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cumberland Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cumberland Advisors.

Cumberland Advisors financials insights

Gather financial insights about Cumberland Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Cumberland Advisors Tech Stack

A closer look at the technologies used by Cumberland Advisors

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Person-Based
Person-Based
Person-Based
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Cumberland Advisors News & Media

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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, William Penn Bank, Audubon Savings 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
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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