Overview
Assets Under Management: $218 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
CORNERSTONE ADVISORS, 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 #114510), CORNERSTONE ADVISORS, LLC is subject to fiduciary duty under federal law.
CORNERSTONE ADVISORS, LLC is headquartered in TOPEKA, KS.
CORNERSTONE ADVISORS, LLC serves 76 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, CORNERSTONE ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CORNERSTONE ADVISORS, LLC manages $218 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, CORNERSTONE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,099
Discretionary Accounts: 927
Non-Discretionary Accounts: 172
Regulatory Filings
CRD Number: 114510
Last Filing Date: 2024-03-22 00:00:00
Website: https://cstonegroup.com