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Building 2CORNERSTONE INSTITUTIONAL INVESTORS, LLC

Map pinBETHLEHEM, PA
Phone610-694-0900
NotebookSEC #801-63342
Total AUM
$786.8M
Employees
22
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74 WEST BROAD STREET
SUITE 340
BETHLEHEM
PA 18018
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
610-694-0900

ReceiptFinancials

Total AUM
$786.8M
Accounts
486
Discretionary
$315.3M
Accounts
416
Non-Discretionary
$471.5M
Accounts
70

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMAMDNCNENJNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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