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Home > Retirement Planners > california > palo alto > CORNERSTONE CAPITAL, INC.
CORNERSTONE CAPITAL, INC.
200 Homer Ave.
Palo Alto, California 94301
Tel: 650-566-9650
About CORNERSTONE CAPITAL, INC.
CORNERSTONE CAPITAL, INC, formally registered with the SEC as CORNERSTONE CAPITAL, INC. The firm was established in 08/10/1978. They have over 1 offices throughout the country.
CORNERSTONE CAPITAL, INC. is a Palo Alto, California based Financial Planning firm with nearly $1,292,483,098 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105396 |
| SEC# | 801-13945 |
| Assets Managed by Firm | $1,292,483,098 |
| No. of Clients | 274 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 274 | $1,292,483,098 |
| Individuals (other than high net worth individuals) | 27 | $12,996,160 |
| High net worth individuals | 107 | $779,715,722 |
| Pension and profit sharing plans | 10 | $50,143,571 |
| Charitable organizations | 21 | $232,290,377 |
| Corporations or other businesses | Fewer than 5 clients | $217,337,268 |
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