Cornerstone Advisor Group Revenue

Financial Services • Virginia, Washington D.C., United States • 21-50 Employees

Cornerstone Advisor Group revenue & valuation

Annual revenue	$2,823,315
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,100,000
Total funding	No funding

Key Contacts at Cornerstone Advisor Group

Benny Perez

Managing Director

Gretta Stage

Marketing Director

Company overview

Headquarters	Virginia, Washington D.C., United States
Phone number	+15409894600
Websites	cornerstoneadvice.com cs-ag.com
NAICS	52
Keywords	Premium Finance, Insurance Planning, Special Needs Planning, Retirement Planning, Financial Planning, Estate Planning Strategies, Employer Retirement Plans, Faith-Based Investing, Succession Planning For Business Owners, Employee Benefits For Business Owners, Executive Compensation For Business Owners
Founded	1904
Employees	21-50

Cornerstone Advisor Group Email Formats

Cornerstone Advisor Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@cornerstoneadvice.com), used 71.4% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cornerstoneadvice.com	71.4%
{first initial}.{last name}	j.doe@cornerstoneadvice.com	28.6%

About Cornerstone Advisor Group

Cornerstone Advisor Group offers a complete suite of financial services for individuals, families, businesses, and non-profit organizations. We customize holistic strategies that align your financial priorities with your life or business goals. Our ultimate goal is to empower you to dream bigger and enjoy financial stability. That is why we deliver excellence in life planning. The financial professionals of Cornerstone Advisor Group, LLC are Registered Representatives and/or Investment Adviser Representatives of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC, 4401 Starkey Road, P.O. Drawer 21209, Roanoke, VA 24018, 540-989-4600. Cornerstone Advisor Group, LLC is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC7487202(0125)3

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Cornerstone Advisor Group has 19 employees across 4 departments.

Departments

Number of employees

Funding Data

Cornerstone Advisor Group has never raised funding before.

Frequently asked questions

Cornerstone Advisor Group is located in Virginia, Washington D.C., US.

You can reach Cornerstone Advisor Group at +15409894600.

Cornerstone Advisor Group generates an estimated annual revenue of $2,823,315. This revenue figure reflects the company's market position and business performance in its industry.

Cornerstone Advisor Group has an estimated valuation of $9,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cornerstone Advisor Group was founded in 1904, making it 122 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Advisor Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cornerstone Advisor Group

Benny Perez

Managing Director

Gretta Stage

Marketing Director

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