CORNERSTONE PARTNERS

675 Peter Jefferson Parkway
Suite 400
Charlottesville, Virginia 22911
Tel: 434-296-2300

About CORNERSTONE PARTNERS

CORNERSTONE PARTNERS, formally registered with the SEC as CORNERSTONE PARTNERS. The firm was established in 11/25/2020. They have over 2 offices throughout the country.

CORNERSTONE PARTNERS is a Charlottesville, Virginia based Financial Planning firm with nearly $20,033,497,535 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311296
SEC#	801-119827
Assets Managed by Firm	$20,033,497,535
No. of Clients	22
No. of Advisors	30

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$20,033,497,535
Charitable organizations	17	$19,712,227,184

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