Cumberland Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Cumberland Advisors Inc
CRD #107964
SEC #801-55344
CIK #0001255435
AUM $3.4 BB (2024-03-22)
Employees 44 (36% Investors, 0% Brokers)
Phone800-257-7013
AddressOne Sarasota Tower
Sarasota, FL 34236
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 8.6
URI 17,758.9 5.1
FCX 44,631.0 4.3
META 434,852.0 4.1
AAPL 2,382,844.0 3.8
GOOG 1,482,566.4 3.5
CAT 99,975.7 3.3
MELI 33,501.4 3.1
FDX 62,226.1 2.9
OXY 57,834.1 2.5
View All
Holdings by Sector ($MM)
50040030020010002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,230 0.8
(b) Individuals (high net worth individuals) 719 1.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 18 0.1
(h) Charitable organizations 35 0.4
(i) State or municipal government entities 5 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 116 0.3
(n) Other 0 0.0
Total 2,608 3.4
By Discretionary
Discretionary 2,594 3.4
Non-Discretionary 14 0.0
Total 2,608 3.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.4
Total 2,608 3.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001255435]
Comparable Firms State AUM ($BB)
Stifel Independent Advisors LLC
MO 3.6
Cain Watters & Associates LLC
TX 3.5
Next Financial Group Inc
TX 3.5
Willis Investment Counsel Inc
GA 3.5
Creativeone Wealth LLC
KS 3.4
Matter LLC
MO 3.4
Stonex Advisors Inc
AL 3.3
NWAM LLC
WA 3.3
IFG Advisory LLC
GA 3.3
Western Wealth Management LLC
CO 3.3
Terms | Privacy | Guide
tony@aum13f.com