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Building 2CORNERSTONE

Map pinRENO, NV
Phone775-853-9033
NotebookSEC #801-109991
Total AUM
$364.4M
Employees
11
Clients
594

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9628 PROTOTYPE COURT
RENO
NV 89521
United States
Operating Hours
8 AM - 5 PM & 8 AM - 3 PM
M-TH & FRIDAY
Phone
775-853-9033

ReceiptFinancials

Total AUM
$364.4M
Accounts
1,344
Discretionary
$364.4M
Accounts
1,344
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
437
AUM
$138.2M
HNW Individual Clients
146
AUM
$215.4M
Corporation or Business Clients
11
AUM
$10.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLANVORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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