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CORNERSTONE ADVISORY
211 Old Padonia Road
Hunt Valley, Maryland 21030
Tel: 410-468-1693
About CORNERSTONE ADVISORY
CORNERSTONE ADVISORY, formally registered with the SEC as CORNERSTONE ADVISORY. The firm was established in 07/05/2007. They have over 2 offices throughout the country.
CORNERSTONE ADVISORY is a Hunt Valley, Maryland based Financial Planning firm with nearly $1,741,867,186 assets under management, offering retirement planning & investment advisory services to 2374 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142359 |
| SEC# | 801-68058 |
| Assets Managed by Firm | $1,741,867,186 |
| No. of Clients | 2374 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2374 | $1,741,867,186 |
| Individuals (other than high net worth individuals) | 345 | $90,694,042 |
| High net worth individuals | 349 | $1,224,420,348 |
| Pension and profit sharing plans | 168 | $69,433,665 |
| Charitable organizations | Fewer than 5 clients | $2,106,303 |
| Corporations or other businesses | 19 | $101,813,086 |
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