Sign in
Create a free account
CORNERSTONE ADVISORS INC
BELLEVUE, WA
425-646-7600
SEC #801-20509Total AUM
$4B
Employees
55Clients
1,149Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
225 - 108TH AVENUE NE
SUITE 400
BELLEVUE
WA 98004-5782
United States
SUITE 400
BELLEVUE
WA 98004-5782
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
425-646-7600
Other Offices
2
Financials
Total AUM
$4B
Accounts
4,178Discretionary
$4B
Accounts
4,178Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
677AUM
$682.2M
HNW Individual Clients
453AUM
$2.1B
Investment Company Clients
2AUM
$856.9M
Pooled Vehicle Clients
17AUM
$285.1M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SEE SCHEDULE D MISC. FOR SUMMARY DESCRIPTION OF SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLMANYORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.