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CORNERSTONE ADVISORS
6540 Sw 10th Avenue
Topeka, Kansas 66615
Tel: 785-273-2685
About CORNERSTONE ADVISORS
CORNERSTONE ADVISORS, formally registered with the SEC as CORNERSTONE ADVISORS. The firm was established in 06/23/2017. They have over 1 offices throughout the country.
CORNERSTONE ADVISORS is a Topeka, Kansas based Financial Planning firm with nearly $218,023,298 assets under management, offering retirement planning & investment advisory services to 1099 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114510 |
| SEC# | 801-110649 |
| Assets Managed by Firm | $218,023,298 |
| No. of Clients | 1099 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1099 | $218,023,298 |
| Individuals (other than high net worth individuals) | 473 | $82,960,679 |
| High net worth individuals | 125 | $133,631,841 |
| Charitable organizations | 1 | $882,043 |
| Corporations or other businesses | 3 | $548,735 |
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|---|---|---|---|
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| $107,102,338,153 | 57121 | 550 | |
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| $24,362,866,552 | 30635 | 353 |
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