Overview
Assets Under Management: $147 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
CORNERSTONE INVESTMENT 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 #116447), CORNERSTONE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
CORNERSTONE INVESTMENT ADVISORS, LLC is headquartered in BOULDER, CO.
CORNERSTONE INVESTMENT ADVISORS, LLC serves 56 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, CORNERSTONE INVESTMENT ADVISORS, 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 INVESTMENT ADVISORS, LLC manages $147 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, CORNERSTONE INVESTMENT ADVISORS, 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: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 268
Discretionary Accounts: 189
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 116447
Last Filing Date: 2024-03-25 00:00:00
Website: https://cstoneinvest.com