Overview
Assets Under Management: $3.7 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 228
Average Client Assets: $3.0 million
Frequently Asked Questions
CORNERSTONE ADVISORS INC 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 #110908), CORNERSTONE ADVISORS INC is subject to fiduciary duty under federal law.
CORNERSTONE ADVISORS INC is headquartered in BELLEVUE, WA.
CORNERSTONE ADVISORS INC serves 228 high-net-worth clients according to their SEC filing dated October 25, 2018. View client details ↓
According to their SEC Form ADV, CORNERSTONE ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. View all service details ↓
CORNERSTONE ADVISORS INC manages $3.7 billion in client assets according to their SEC filing dated October 25, 2018.
According to their SEC Form ADV, CORNERSTONE ADVISORS INC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 228
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.45%
Average Client Assets: $3.0 million
Total Client Accounts: 4,147
Discretionary Accounts: 4,147
Regulatory Filings
CRD Number: 110908
Filing ID: 1248097
Last Filing Date: 2018-10-25 17:08:00