Overview
Assets Under Management: $2.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 450
Discretionary Accounts: 450
Regulatory Filings
CRD Number: 111753
Filing ID: 1958586
Last Filing Date: 2025-03-26 15:11:00
Website: https://cornerstone-ip.com