Overview
Assets Under Management: $8.3 billion
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 221
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.32
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,841
Discretionary Accounts: 1,672
Non-Discretionary Accounts: 169
Regulatory Filings
CRD Number: 138638
Last Filing Date: 2025-02-27 00:00:00
Website: https://cornerstone-companies.com