Overview
Assets Under Management: $191 million
Headquarters: RENO, NV
High-Net-Worth Clients: 40
Average Client Assets: $1.7 million
Frequently Asked Questions
CORNERSTONE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157861), CORNERSTONE is subject to fiduciary duty under federal law.
CORNERSTONE is headquartered in RENO, NV.
CORNERSTONE serves 40 high-net-worth clients according to their SEC filing dated November 01, 2018. View client details ↓
According to their SEC Form ADV, CORNERSTONE offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CORNERSTONE manages $191 million in client assets according to their SEC filing dated November 01, 2018.
According to their SEC Form ADV, CORNERSTONE serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.86%
Average Client Assets: $1.7 million
Total Client Accounts: 869
Discretionary Accounts: 869
Regulatory Filings
CRD Number: 157861
Filing ID: 1249200
Last Filing Date: 2018-11-01 11:43:00