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Building 2CORNERSTONE CAPITAL, INC.

Map pinPALO ALTO, CA
Phone650-566-9650
NotebookSEC #801-13945
Total AUM
$1.4B
Employees
5
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 HOMER AVE.
PALO ALTO
CA 94301
United States
Operating Hours
8AM-4:30PM PST
Monday - Friday
Phone
650-566-9650

ReceiptFinancials

Total AUM
$1.4B
Accounts
275
Discretionary
$1.4B
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$13.7M
HNW Individual Clients
99
AUM
$850.1M
Pension/Profit Sharing Plan Clients
7
AUM
$38M
Charitable Organization Clients
16
AUM
$162.8M
Corporation or Business Clients
2
AUM
$293M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHI

HandshakeAffiliates

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

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