74 West Broad Street, Suite 340
Bethlehem, Pennsylvania 18018
Tel: (610) 694-0900
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Bethlehem, Pennsylvania