Cornerstone Advisors Inc.
Cornerstone Advisors Inc. (CRD# 110908) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,960,599,929 in 4,178 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management3,961MILLION
Total Number of Accounts4,178ACCOUNTS
Average Account Value$947,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
AK, AZ, CA, CO, FL, MA, NY, OR, TX, WA
Financial Advisors at Cornerstone Advisors Inc.
No Advisor Found.
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