Cornerstone Independent Asset Management

EST. AUM
$9,571,773,832

CONTACTS
16

CLIENT ACCOUNTS
1,912

Firm Details

Metro area Philadelphia
CRD Number 138638
Website cornerstone-companies.com
Client types

Overview

Cornerstone Advisors of Bethlehem has about $7.4 billion in assets. One unique aspect of Cornerstone as an RIA is that a large percentage of their clients are actually on the institutional side, so they have fewer needs for after tax return. About $3.6 billion of their assets is non-discretionary and $3.7 billion is discretionary, when directly placing assets with managers. Ryan Wood is a key contact for manager research.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cornerstone Independent Asset Management

Platform Details

Investment Preferences

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Address

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