Sign in
Create a free account
CORNERSTONE CAPITAL ADVISORS, INC.
LAKEWOOD, CO
303-232-8550
SEC #801-66542Total AUM
$37.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2405 WADSWORTH BLVD.
LAKEWOOD
CO 80214
United States
LAKEWOOD
CO 80214
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
303-232-8550
Financials
Total AUM
$37.5M
Accounts
79Discretionary
$33.4M
Accounts
73Non-Discretionary
$4M
Accounts
6
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.