The CUMBERLAND ADVISORS INC is a publicly held investment adviser that advises $2.04Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CUMBERLAND ADVISORS INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 48.43% over the last 5-years.
The Group has been registered with the SEC for 28.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 SOUTH SCHOOL AVENUE SUITE 900, SARASOTA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 36 employees comprised of 18 investment and 18 non-investment staff. The total number of Employees decreased by 12.2% over the last 5-years.
Their $2.04Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 38 other accounts. Assets of Individuals clients own $992.62mn or 48.67% of Total Assets and High Net Worth Individuals own $717.97mn or 35.2% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 8 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CUMBERLAND ADVISORS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.