Cornerstone Advisors Asset Management
Financial Services • 
Bethlehem, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 74 W Broad St, Suite 340, Bethlehem, PA 18018, US |
| Phone number | +160026661 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Family Office, Charitable Planning, Wealth Management, Financial Planning, Investment Consulting, Retirement Plan Consulting, Planned Giving, Esop, Executive Risk Management, Insurance / Risk Planning, Retirement Consulting |
| Employees | 21-50 |
| Socials |
Key Contacts at Cornerstone Advisors Asset Management
Stephen Link
Director Of Philanthropic Services
Angela Oste
Principal & Director Of Planned Giving
Jennifer Bauder
Principal & Director Of Retirement Planning
Cornerstone Advisors Asset Management Email Formats
Cornerstone Advisors Asset Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@cornerstone-companies.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cornerstone-companies.com | 66.7% |
{first name}{last name} | johndoe@cornerstone-companies.com | 23.3% |
{last name}{last name} | doedoe@cornerstone-companies.com | 6.7% |
{first initial} | j@cornerstone-companies.com | 3.3% |
About Cornerstone Advisors Asset Management
Cornerstone is a registered investment adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC - CA Insurance License #0K11552 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Cornerstone Advisors Asset Management revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $304,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Cornerstone Advisors Asset Management has 22 employees across 4 departments.
Departments
Number of employees
Funding Data
Cornerstone Advisors Asset Management has never raised funding before.
Cornerstone Advisors Asset Management Tech Stack
Discover the technologies and tools that power Cornerstone Advisors Asset Management's digital infrastructure, from frameworks to analytics platforms.
Analytics
Video players
JavaScript libraries
JavaScript libraries
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Webmail
Miscellaneous
Programming languages
Germany
United Arab Emirates
Australia
Canada
Frequently asked questions
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