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Building 2CORNERSTONE CAPITAL ADVISORS

Map pinUNIONTOWN, OH
Phone330-896-6250
NotebookSEC #801-22384
Total AUM
$520M
Employees
18
Clients
593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1640 CORPORATE WOODS CIRCLE
UNIONTOWN
OH 44685-7819
United States
Operating Hours
7:30 AM TO 4:30PM
Monday - Friday
Phone
330-896-6250

ReceiptFinancials

Total AUM
$520M
Accounts
1,777
Discretionary
$520M
Accounts
1,777
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
422
AUM
$130M
HNW Individual Clients
144
AUM
$346.2M
Pension/Profit Sharing Plan Clients
27
AUM
$43.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CEFEX ASSESSMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCOHPASCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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