Cornerstone Advisory Corporation

Cornerstone Advisory Corporation (CRD# 107005) is a financial advisory firm headquartered in , . They manage $89,083,429 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $824,847
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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.

NC, TX

Financial Advisors at Cornerstone Advisory Corporation
Showing 1 - 1 of 1 top financial advisors.
1
James M. Torrey
CRD#: 1507463
Summerfield, NC
93
Wealthminder
score

James Torrey (CRD# 1507463) is an Investment Advisor Representative working at Cornerstone Advisory Corporation in Summerfield, NC and has over 30 years of experience in the finance industry.

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