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Building 2CORNERSTONE INVESTMENT ADVISORS, LLC

Map pinBOULDER, CO
Phone303-545-5400
NotebookSEC #801-63198
Total AUM
$180.8M
Employees
2
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 38TH STREET
SUITE 207
BOULDER
CO 80301
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-545-5400

ReceiptFinancials

Total AUM
$180.8M
Accounts
260
Discretionary
$141.1M
Accounts
185
Non-Discretionary
$39.7M
Accounts
75

ContactClients

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Individual Clients
57
AUM
$25M
HNW Individual Clients
58
AUM
$144.1M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$373.9K
Other Clients
5
AUM
$10.4M
Description of Other Clients
FAMILY LIMITED PARTNERSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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