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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Advisors Asset Management LLC
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| CRD # | 138638 |
| SEC # | 801-65091 |
| CIK # | 0002044324 |
| AUM | $8.3 B (2025-02-27) |
| Employees | 33 (70% Investors, 76% Brokers) |
| Phone | 610-694-0900 |
| Address | 74 West Broad Street, Suite 340 Bethlehem, PA 18018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 291 | 0.1 |
| (b) Individuals (high net worth individuals) | 221 | 1.2 |
| (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 | 97 | 3.5 |
| (h) Charitable organizations | 93 | 1.6 |
| (i) State or municipal government entities | 23 | 1.6 |
| (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 | 1,841 | 8.3 |
| By Discretionary | ||
| Discretionary | 1,672 | 4.3 |
| Non-Discretionary | 169 | 4.0 |
| Total | 1,841 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.3 | |
| Total | 1,841 | 8.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044324] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Mariner Independent Advisor Network LLC
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KS | 8.5 |
|
Saturna Capital Corporation
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|
WA | 8.4 |
|
Valmark Advisers Inc
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|
OH | 8.4 |
|
Douglas Lane & Associates LLC
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|
NY | 8.2 |
|
Prowell Financial Management LLC
✚
|
PA | 8.1 |
|
Orgel Wealth Management LLC
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|
WI | 8.1 |
|
Joel Isaacson & Co LLC
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|
NY | 8.0 |
|
River Road Asset Management LLC
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|
KY | 8.0 |