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CUMBERLAND INVESTMENT COUNSEL INC.

Advisory

N·TORONTO ONTARIO

Data as of Dec 19, 2024 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+25.7%
3-Year CAGR
+4.5%
Employees
16
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees16
Investment Advisers19
Employee Growth (1Y)-5.6%
Filing History
Total Filings on Record64
First FilingApr 27, 2001
Latest FilingDec 19, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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