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| CornerStone Advisors Asset Management LLC
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| |
|---|---|
| CRD # | 138638 |
| SEC # | 801-65091 |
| CIK # | |
| AUM | $7.4 BB (2024-03-27) |
| Employees | 31 (74% Investors, 77% Brokers) |
| Phone | 610-694-0900 |
| Address | 74 West Broad Street, Suite 340 Bethlehem, PA 18018 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 0.1 |
| (b) Individuals (high net worth individuals) | 195 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 98 | 3.2 |
| (h) Charitable organizations | 86 | 1.4 |
| (i) State or municipal government entities | 21 | 1.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,734 | 7.4 |
| By Discretionary | ||
| Discretionary | 1,565 | 3.8 |
| Non-Discretionary | 169 | 3.6 |
| Total | 1,734 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 1,734 | 7.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
QRG Capital Management Inc
✚
|
IL | 7.6 |
|
Douglas Lane & Associates LLC
✚
|
NY | 7.6 |
|
Wedge Capital Management LLP
✚
|
NC | 7.6 |
|
CSM Advisors LLC
✚
|
PA | 7.5 |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 7.5 |
|
Citizens Securities Inc
✚
|
RI | 7.3 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 7.3 |
|
Kornitzer Capital Management Inc
✚
|
KS | 7.2 |
|
Homestead Advisers Corp
✚
|
VA | 7.2 |
|
Confluence Investment Management LLC
✚
|
MO | 7.2 |