$30.3M Total AUM
$28.6M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1993
- Office Locations
- 1
Office Locations
-- Greencastle PA
About Cumberland Valley Financial Services Inc.
Cumberland Valley Financial Services Inc. is a Greencastle-based RIA. The firm has been operating for 33 years. Managing $30.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$426.6K AVG AUM / CLIENT
33.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FRED YOUNG JR.
President
- CRD
- #2295947
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,636,071 | -- |
| Non-Discretionary | $1,649,020 | -- |
| Total | $30,285,091 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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