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).
Total Assets Under Management770MILLION
Total Number of Accounts215ACCOUNTS
Average Account Value$3,580,910
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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.
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.