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⚲
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| CornerStone Advisors Asset Management LLC
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|
|
|---|---|
| CRD # | 138638 |
| SEC # | 801-65091 |
| CIK # | 0002044324 |
| AUM | $9.6 B (2026-03-26) |
| Employees | 34 (76% Investors, 74% Brokers) |
| Phone | 610-694-0900 |
| Address | 74 West Broad Street, Suite 340 Bethlehem, PA 18018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002044324 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 0.1 |
| (b) Individuals (high net worth individuals) | 252 | 1.4 |
| (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 | 96 | 4.1 |
| (h) Charitable organizations | 97 | 1.9 |
| (i) State or municipal government entities | 21 | 1.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.3 |
| (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 | 1,912 | 9.6 |
| By Discretionary | ||
| Discretionary | 1,748 | 5.0 |
| Non-Discretionary | 164 | 4.6 |
| Total | 1,912 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 1,912 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044324] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 9.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
9.8 | |
|
F L Putnam Investment Management Co
✚
|
MA | 9.7 |
|
Simplify Asset Management Inc
✚
|
NV | 9.6 |
|
Harbour Investments Inc
✚
|
WI | 9.6 |
|
Frontier Capital Management Co LLC
✚
|
MA | 9.6 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 9.6 |
|
Orgel Wealth Management LLC
✚
|
WI | 9.5 |
|
Composition Wealth LLC
✚
|
CA | 9.5 |
|
Westwood Global Investments LLC
✚
|
UT | 9.5 |