CUMBERLAND ADVISORS

1 South School Avenue
Suite 900
Sarasota, Florida 34237
Tel: 800-257-7013

About CUMBERLAND ADVISORS

CUMBERLAND ADVISORS, formally registered with the SEC as CUMBERLAND ADVISORS. The firm was established in 02/27/1998. They have over 1 offices throughout the country.

CUMBERLAND ADVISORS is a Sarasota, Florida based Financial Planning firm with nearly $3,348,228,828 assets under management, offering retirement planning & investment advisory services to 2550 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107964
SEC#	801-55344
Assets Managed by Firm	$3,348,228,828
No. of Clients	2550
No. of Advisors	44

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (MODEL DELIVERY FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Market timing services
Other (CONSULTING SERVICES FOR GOVERNMENTAL CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2550	$3,348,228,828
Individuals (other than high net worth individuals)	1224	$848,165,969
High net worth individuals	685	$1,638,396,526
Pension and profit sharing plans	14	$50,236,113
Charitable organizations	32	$425,215,437
Corporations or other businesses	102	$315,326,376

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