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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM, PA
(610) 694-0900
SEC #801-65091Total AUM
$9.6B
Employees
34Clients
765Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
74 WEST BROAD STREET, SUITE 340
BETHLEHEM
PA 18018
United States
BETHLEHEM
PA 18018
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(610) 694-0900
Financials
Total AUM
$9.6B
Accounts
1,912Discretionary
$5B
Accounts
1,748Non-Discretionary
$4.6B
Accounts
164
Clients
Individual Clients
282AUM
$110.1M
HNW Individual Clients
252AUM
$1.4B
Pension/Profit Sharing Plan Clients
96AUM
$4.1B
Charitable Organization Clients
97AUM
$1.9B
Government Entity Clients
21AUM
$1.6B
Insurance Company Clients
1AUM
$264.2M
Corporation or Business Clients
16AUM
$129.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTDCFLILMAMDNCNENHNJNYOHPASCTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.