Overview
Assets Under Management: $8.3 billion
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 221
Average Client Assets: $5 million
Frequently Asked Questions
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 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 #138638), CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is headquartered in BETHLEHEM, PA.
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC serves 221 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC manages $8.3 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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