Cornerstone Capital, Inc.

Cornerstone Capital, Inc. (CRD# 105396) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,104,922,979 in 269 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,105
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $4,107,520
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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

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

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.

3
Mason W. Ford
CRD#: 4906418
200 Homer Avenue, Palo Alto, CA 94301

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.

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