Cornerstone Capital Partners Inc., N.a.

Cornerstone Capital Partners Inc., N.a. (CRD# 141257) is a financial advisory firm headquartered in Greenwich, CT. They manage $6,100,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $305,000
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
  • Selection of other advisers (including private fund managers)
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.

CT, NY

Financial Advisors at Cornerstone Capital Partners Inc., N.a.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer V. Heims
CRD#: 2973837
115 East Putnam Avenue, 3rd Floor, Greenwich, CT 06830
93
Wealthminder
score

Jennifer Heims (CRD# 2973837) is an Investment Advisor Representative working at Cornerstone Capital Partners Inc., N.a. in Greenwich, CT and has over 18 years of experience in the finance industry.

2
James T. Kiernan
CRD#: 846143
115 East Putnam Avenue, 3rd Floor, Greenwich, CT 06830
88
Wealthminder
score

James Kiernan (CRD# 846143) is an Investment Advisor Representative working at Cornerstone Capital Partners Inc., N.a. in Greenwich, CT and has over 2 years of experience in the finance industry.

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