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CORNERSTONE ADVISORY
HUNT VALLEY, MD
410-468-1693
SEC #801-68058Total AUM
$2.2B
Employees
19Clients
855Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
211 OLD PADONIA ROAD
HUNT VALLEY
MD 21030
United States
HUNT VALLEY
MD 21030
United States
Operating Hours
8:00 A.M. TO 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
410-468-1693
Other Offices
1
Financials
Total AUM
$2.2B
Accounts
3,135Discretionary
$2.2B
Accounts
3,135Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
356AUM
$160.6M
HNW Individual Clients
452AUM
$1.9B
Pooled Vehicle Clients
1AUM
$30.4M
Pension/Profit Sharing Plan Clients
24AUM
$165.3M
Charitable Organization Clients
1AUM
$1M
Corporation or Business Clients
21AUM
$36.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADCDEFLGAILLAMAMDMINCNJNMNVNYOHOKPASCTNTXVAWAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.