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CUMBERLAND VALLEY FINANCIAL SERVICES INC.

CRD 123496

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$30.3M

Discretionary AUM

$28.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; WE CHARGE A SETUP FEE, LATE FEE, AND A QUARTERLY SURCHARGE FEE F

Org form

Corporation

Filing date

2026-01-15

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals68$29.0M
Charitable organizations3$1.3M

Official SEC filing: View on IAPD