Cornerstone Capital Advisors, Inc.
Cornerstone Capital Advisors, Inc. (CRD# 140169) is a financial advisory firm headquartered in Lakewood, CO. They manage $38,292,939 in 81 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts81ACCOUNTS
Average Account Value$472,752
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Peter Gaide (CRD# 1103567) is an Investment Advisor Representative working at Cornerstone Capital Advisors, Inc. in Lakewood, CO and has over 26 years of experience in the finance industry.
Roger Gaide (CRD# 4838078) is an Investment Advisor Representative working at Cornerstone Capital Advisors, Inc. in Lakewood, CO and has over 13 years of experience in the finance industry.