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CORNERSTONE INVESTMENT ADVISORS, LLC
1790 38th Street
Suite 207
Boulder, Colorado 80301
Tel: 303-545-5400
About CORNERSTONE INVESTMENT ADVISORS, LLC
CORNERSTONE INVESTMENT ADVISORS, LLC, formally registered with the SEC as CORNERSTONE INVESTMENT ADVISORS, LLC. The firm was established in 06/03/2004. They have over 1 offices throughout the country.
CORNERSTONE INVESTMENT ADVISORS, LLC is a Boulder, Colorado based Financial Planning firm with nearly $147,457,931 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116447 |
| SEC# | 801-63198 |
| Assets Managed by Firm | $147,457,931 |
| No. of Clients | 268 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RETAINER)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 268 | $147,457,931 |
| Individuals (other than high net worth individuals) | 67 | $30,423,028 |
| High net worth individuals | 56 | $107,384,851 |
| Charitable organizations | 1 | $786,779 |
| Corporations or other businesses | 1 | $274,813 |
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