Cornerstone Investment Advisors, LLC

Cornerstone Investment Advisors, LLC (CRD# 116447) is a financial advisory firm headquartered in Boulder, CO. They manage $147,457,931 in 268 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1790 38th Street, Suite 207, Boulder, CO 80301
http://www.cstoneinvest.com
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $550,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Cornerstone Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dennis Channer, financial advisor Boulder CO
Dennis E. Channer
CRD#: 1644005
1790 38th Street, Suite 207, Boulder, CO 80301

Dennis Channer (CRD# 1644005) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 33 years of experience in the finance industry.

2
David Darmour, financial advisor Boulder CO
David Darmour
CRD#: 2382704
1790 38th Street, Suite 207, Boulder, CO 80301

David Darmour (CRD# 2382704) is an Investment Advisor Representative working at Cornerstone Investment Advisors, LLC in Boulder, CO and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals