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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#138638
SEC#801-65091
Assets Managed by Firm$8,299,028,636
No. of Clients1841
No. of Advisors33

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 ClientsAUM
Firm Total1841$8,299,028,636
Individuals (other than high net worth individuals)291$114,972,414
High net worth individuals221$1,188,103,045
Pension and profit sharing plans97$3,520,392,839
Charitable organizations93$1,571,154,673
Corporations or other businesses16$89,785,208

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