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).
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Total Assets Under Management1,105MILLION
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Total Number of Accounts269ACCOUNTS
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Average Account Value$4,107,520
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, HI, TX
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.
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.
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.