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Building 2CORNERSTONE ADVISORS

Map pinTOPEKA, KS
Phone785-273-2685
NotebookSEC #801-110649
Total AUM
$265.1M
Employees
2
Clients
470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6540 SW 10TH AVENUE
TOPEKA
KS 66615
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
785-273-2685

ReceiptFinancials

Total AUM
$265.1M
Accounts
1,139
Discretionary
$240.1M
Accounts
1,016
Non-Discretionary
$25M
Accounts
123

ContactClients

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Individual Clients
364
AUM
$79.2M
HNW Individual Clients
100
AUM
$185.2M
Pension/Profit Sharing Plan Clients
3
AUM
$12.3K
Charitable Organization Clients
1
AUM
$6
Corporation or Business Clients
2
AUM
$752.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLKSLAMONETX

HandshakeAffiliates

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

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