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CornerStone Wealth Strategies Inc
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CRD # | 297491 |
SEC # | 801-113703 |
CIK # | |
AUM | $1.0 BB (2024-01-22) |
Employees | 14 (71% Investors, 71% Brokers) |
Phone | 509-396-0588 |
Address | 8905 W Gage Blvd, Kennewick, WA 99336 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 794 | 294.0 |
(b) Individuals (high net worth individuals) | 296 | 677.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 5 | 35.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,090 | 1,007.2 |
By Discretionary | ||
Discretionary | 1,090 | 1,007.2 |
Non-Discretionary | 0 | 0.0 |
Total | 1,090 | 1,007.2 |
By Non-United States Persons | ||
Non-United States Persons | 1.6 | |
United States Persons | 1,005.6 | |
Total | 1,090 | 1,007.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Alpen Partners International AG
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|
1.0 | |
Vision Capital Management Inc
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|
OR | 1.0 |
Association Financial Services Inc
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|
UT | 1.0 |
Great Waters Wealth Management
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|
MN | 1.0 |
Journey Advisory Group LLC
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|
KY | 1.0 |
Greenrock Research Inc
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|
IL | 1.0 |
Level Four Capital Management
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|
TX | 1.0 |
Campbell Wealth Management Inc
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|
VA | 1.0 |
REDW Wealth LLC
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|
NM | 1.0 |
Beacon Retirement Planning Services Inc
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|
TX | 1.0 |