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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