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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 $11,599,037,144 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 311296 |
| SEC# | 801-119827 |
| Assets Managed by Firm | $11,599,037,144 |
| No. of Clients | 20 |
| No. of Advisors | 29 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $11,599,037,144 |
| Charitable organizations | 15 | $11,362,567,134 |
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