Cornerstone Capital Inc.

Cornerstone Capital Inc. (CRD# 169232) is a financial advisory firm headquartered in New York, NY. They manage $769,895,645 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    770
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $3,580,910
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CO, NY

Financial Advisors at Cornerstone Capital Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Urs S. Weber
CRD#: 1856472
1180 Avenue Of The Americas, 20th Floor, New York, NY 10036
93
Wealthminder
score

Urs Weber (CRD# 1856472) is an Investment Advisor Representative working at Cornerstone Capital Inc. in New York, NY and has over 5 years of experience in the finance industry.

2
Philip T. Kirshman
CRD#: 2306545
1180 Avenue Of The Americas, 20th Floor, New York, NY 10036
86
Wealthminder
score

Philip Kirshman (CRD# 2306545) is an Investment Advisor Representative working at Cornerstone Capital Inc. in New York, NY and has over 23 years of experience in the finance industry. Philip Kirshman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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