Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management, LLC (CRD# 138638) is a financial advisory firm headquartered in Bethlehem, PA. They manage $6,637,582,882 in 1,646 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,638
    MILLION
  • Total Number of Accounts
    1,646
    ACCOUNTS
  • Average Account Value
    $4,032,553
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Cornerstone Advisors Asset Management, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Jeffrey Y. Hummel
CRD#: 7539405
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Jeffrey Hummel (CRD# 7539405) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has 1 year of experience in the finance industry.

22
Ryan Matthews
CRD#: 7272436
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Ryan Matthews (CRD# 7272436) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 3 years of experience in the finance industry.

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