linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Todd Himelberger

Cumberland Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Todd Himelberger

Daniel Himelberger is an investment advisor representative at Cumberland Advisors in Sarasota, Florida. Daniel Himelberger has been working in the financial industry since July 2013. Daniel Himelberger has a Series 65 license and is registered with the state of Florida. Cumberland Advisors is an investment advisor firm that provides portfolio management services to a variety of clients, including high net worth individuals, corporations, and government entities. The firm also provides consulting services to governmental clients.

Firm Information

Daniel Himelberger is currently registered with Cumberland Advisors. Cumberland Advisors is a Sarasota, FL-based investment advisor with over $3.3 billion in regulatory assets under management. The firm provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services for governmental clients. Cumberland Advisors also offers market timing services and pension consulting. The firm's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cumberland Advisors

ONE SARASOTA TOWER

SARASOTA, FL 34236

$3.35B

Assets Under Management

2,066

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services for governmental clients

Consulting services for governmental clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Model delivery fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Himelberger’s Registration & Firm History

FL

10/13/2014 - Present

Cumberland Advisors (SARASOTA FL)

Not sure if Daniel Todd Himelberger is right for you?

Licenses & Designations

IA

Issued 06/30/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Todd Himelberger.
Not sure if Daniel Todd Himelberger is right for you?