Cornerstone Advisors Asset Management Revenue and Competitors
Estimated Revenue & Valuation
- Cornerstone Advisors Asset Management's estimated annual revenue is currently $6.2M per year.
- Cornerstone Advisors Asset Management's estimated revenue per employee is $168,000
Employee Data
- Cornerstone Advisors Asset Management has 37 Employees.
- Cornerstone Advisors Asset Management grew their employee count by 6% last year.
Cornerstone Advisors Asset Management's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Investment Officer | Reveal Email/Phone |
3 | Chief Operating Officer | Reveal Email/Phone |
4 | Director Philanthropic Services | Reveal Email/Phone |
5 | Director New Business & Underwriting | Reveal Email/Phone |
6 | Director Participant Services | Reveal Email/Phone |
7 | Director Insurance Operations | Reveal Email/Phone |
8 | Principal & Director Retirement Planning | Reveal Email/Phone |
9 | Client Account Manager | Reveal Email/Phone |
10 | Marketing Manager | Reveal Email/Phone |
Cornerstone Advisors Asset Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $7.7M | 46 | 0% | N/A | N/A |
#2 | $6M | 36 | 6% | N/A | N/A |
#3 | $6.9M | 41 | -2% | N/A | N/A |
#4 | $1.8M | 14 | 27% | N/A | N/A |
#5 | $25.4M | 121 | -3% | N/A | N/A |
#6 | $5M | 30 | -3% | N/A | N/A |
#7 | $12.9M | 68 | -12% | N/A | N/A |
#8 | $4.1M | 28 | 12% | N/A | N/A |
#9 | $3.7M | 25 | -14% | N/A | N/A |
#10 | $10.4M | 55 | 10% | N/A | N/A |
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $4.3M | 37 | 6% | N/A |
#2 | $4.1M | 37 | 9% | N/A |
#3 | $5.9M | 38 | 9% | N/A |
#4 | N/A | 39 | 77% | N/A |
#5 | $7.1M | 39 | -7% | N/A |