Overview
Assets Under Management: $445 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 171
Average Client Assets: $3 million
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