CORNERSTONE INVESTMENT PARTNERS, LLC

Phipps Tower, 3438 Peachtree Rd. Ne.
Suite 900
Atlanta, Georgia 30326
Tel: 404-751-3900

About CORNERSTONE INVESTMENT PARTNERS, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC, formally registered with the SEC as CORNERSTONE INVESTMENT PARTNERS, LLC. The firm was established in 09/13/2002. They have over 2 offices throughout the country.

CORNERSTONE INVESTMENT PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,896,807,143 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111753
SEC#	801-61425
Assets Managed by Firm	$1,896,807,143
No. of Clients	355
No. of Advisors	15

Fee Structure

A percentage of AUM
Other (MODEL PROVIDER FEES (UMA PLATFORMS))

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIO PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$1,896,807,143
Individuals (other than high net worth individuals)	200	$80,359,020
High net worth individuals	85	$232,357,365
Pension and profit sharing plans	8	$267,444,568
Charitable organizations	7	$27,768,101
Other investment advisers	1	$953,557,371
Corporations or other businesses	19	$278,541,514

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