Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management, LLC (CRD# 138638) is a financial advisory firm headquartered in Bethlehem, PA. They manage $7,416,501,874 in 1,734 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
74 West Broad Street, Suite 340, Bethlehem, PA 18018
https://cornerstone-companies.com/
By the Numbers
  • Total Assets Under Management
    7,417
    MILLION
  • Total Number of Accounts
    1,734
    ACCOUNTS
  • Average Account Value
    $4,277,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Cornerstone Advisors Asset Management, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Jeffrey Hummel, financial advisor Bethlehem PA
Jeffrey Y. Hummel
CRD#: 7539405
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Jeffrey Hummel (CRD# 7539405) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has 1 year of experience in the finance industry.

22
Ryan Matthews, financial advisor Bethlehem PA
Ryan Matthews
CRD#: 7272436
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Ryan Matthews (CRD# 7272436) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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