Cornerstone Capital, Inc.

Cornerstone Capital, Inc. (CRD# 105396) is a financial advisory firm headquartered in Palo Alto, CA. They manage $760,945,113 in 257 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    761
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $2,960,876
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, HI, TX

Financial Advisors at Cornerstone Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark B. Branson
CRD#: 4733722
200 Homer Avenue, Palo Alto, CA 94301
90
Wealthminder
score

Mark Branson (CRD# 4733722) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.

2
Mason W. Ford
CRD#: 4906418
200 Homer Avenue, Palo Alto, CA 94301
90
Wealthminder
score

Mason Ford (CRD# 4906418) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.

3
Bradford W. Dinsmore
CRD#: 4345768
200 Homer Avenue, Palo Alto, CA 94301
87
Wealthminder
score

Bradford Dinsmore (CRD# 4345768) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.

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