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Building 2CORNERSTONE ALTERNATIVES

Map pin
Phone864-202-4920
NotebookSEC #801-129602
Total AUM
$159.4M
Employees
6
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
864-202-4920
Other Offices
2

ReceiptFinancials

Total AUM
$159.4M
Accounts
423
Discretionary
$3.4M
Accounts
9
Non-Discretionary
$155.9M
Accounts
414

ContactClients

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HNW Individual Clients
410
AUM
$159.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMAMDMINCNHNJNYORPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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