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Cumberland Valley Financial Services
CUMBERLAND VALLEY FINANCIAL SERVICES INC. is a state-registered investment adviser. The firm manages $30 million in assets, $29 million on a discretionary...
Overview
CUMBERLAND VALLEY FINANCIAL SERVICES INC. is a state-registered investment adviser. The firm manages $30 million in assets, $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
London
Corporate office
London, KY, United States
Sector focus
Frequently asked questions
What services does Cumberland Valley Financial Services provide?
The firm offers discretionary portfolio management and financial planning services. Its investment approach covers equities, fixed income, and exchange-traded funds, structured around individual client goals rather than pooled vehicles. The firm acts as a fiduciary under the Investment Advisers Act of 1940.
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