Overview
Assets Under Management: $445 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 171
Average Client Assets: $3 million
Frequently Asked Questions
CORNERSTONE WEALTH 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 #124947), CORNERSTONE WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
CORNERSTONE WEALTH ADVISORS, INC. is headquartered in EDINA, MN.
CORNERSTONE WEALTH ADVISORS, INC. serves 171 high-net-worth clients according to their SEC filing dated August 01, 2024. View client details ↓
According to their SEC Form ADV, CORNERSTONE WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CORNERSTONE WEALTH ADVISORS, INC. manages $445 million in client assets according to their SEC filing dated August 01, 2024.
According to their SEC Form ADV, CORNERSTONE WEALTH ADVISORS, INC. 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
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,410
Discretionary Accounts: 1,384
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 124947
Last Filing Date: 2024-08-01 00:00:00
Website: https://cornerstonewealthadvisors.com