Cornerstone Advisors Asset Management Revenue and Competitors

Bethlehem, PA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Cornerstone Advisors Asset Management's estimated annual revenue is currently $6.2M per year.(i)
  • Cornerstone Advisors Asset Management's estimated revenue per employee is $168,000

Employee Data

  • Cornerstone Advisors Asset Management has 37 Employees.(i)
  • Cornerstone Advisors Asset Management grew their employee count by 6% last year.

Cornerstone Advisors Asset Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Investment OfficerReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Director Philanthropic ServicesReveal Email/Phone
5
Director New Business & UnderwritingReveal Email/Phone
6
Director Participant ServicesReveal Email/Phone
7
Director Insurance OperationsReveal Email/Phone
8
Principal & Director Retirement PlanningReveal Email/Phone
9
Client Account ManagerReveal Email/Phone
10
Marketing ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is Cornerstone Advisors Asset Management?

Cornerstone is a Registered Investment Adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.

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Total Funding

37

Number of Employees

$6.2M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.3M376%N/A
#2
$4.1M379%N/A
#3
$5.9M389%N/A
#4
N/A3977%N/A
#5
$7.1M39-7%N/A