CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

74 West Broad Street, Suite 340
Bethlehem, Pennsylvania 18018
Tel: (610) 694-0900

About CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC, formally registered with the SEC as CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC. The firm was established in 01/04/2006. They have over 1 offices throughout the country.

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a Bethlehem, Pennsylvania based Financial Planning firm with nearly $8,299,028,636 assets under management, offering retirement planning & investment advisory services to 1841 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138638
SEC#	801-65091
Assets Managed by Firm	$8,299,028,636
No. of Clients	1841
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees

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	1841	$8,299,028,636
Individuals (other than high net worth individuals)	291	$114,972,414
High net worth individuals	221	$1,188,103,045
Pension and profit sharing plans	97	$3,520,392,839
Charitable organizations	93	$1,571,154,673
Corporations or other businesses	16	$89,785,208

More Retirement Planning firms in Bethlehem, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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