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Cumulare Asset Management, LLC

Cumulare Asset Management, LLC. CRD 288846

C

CRD: 288846

Cumulare Asset Management, LLC

Hollywood, FL
9543743809
www.cumulareassetmanagement.com
$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Inspira Financial Trust · LLC · Interactive Brokers · Millennium Trust · TD Ameritrade
Clients
Retail
Platforms
Bridge crestBeacon
Established Date
10-09-2017
Office Locations
1

Office Locations

-- Hollywood FL

About Cumulare Asset Management, LLC

Cumulare Asset Management, LLC is a boutique RIA providing discretionary portfolio management and wealth planning for entrepreneurs and other individuals, with an active, ETF-centric approach to asset allocation and risk management. The firm is led by Alan Miller, CFA—an actuary fellow and former CEO of Barclays’ South African investment businesses and STANLIB Asset Management—bringing institutional experience and quantitative rigor.

Team overview

-- AVG AGE
$7.2M AVG AUM / ADVISOR
$657.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Fusion

Asset Classes

Optima horizon Foundation optima

Client Personas

Oak

Custodian

Glacier meridian Crest Eagle

Investment Themes

Pioneer eagle Foundation Delta

Investment Vehicles

Fusion ember

Services

Legacy frontier North horizon Summit ember Glacier Insight

Technology

Vector focus Pathway pathway

Owner & Executives

A

Alan Jonathan Miller

Chief Compliance Officer, Managing Member

CRD
#6582942
Ownership
75% or more
(340) 832-8454
foundation.bridge@frontiercapital.com
in linkedin.com/in/fusion-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,232,943 --
Non-Discretionary $0 --
Total $7,232,943 --

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Separately Managed Accounts

Total SMA Asset: $7,232,943

$7.2M Total SMA
Equity - Exchange:
53.6%
Cash:
21.5%
U.S. Government/Agency:
24.9%
Asset class Assets Assets %
Equity - Exchange $3,222,499,828 53.6%
Cash $1,292,607,207 21.5%
U.S. Government/Agency $1,497,019,509 24.9%
Total $6,012,126,544 100.0%

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