Cornerstone Private Advisors

Financial Services • Delray Beach, Florida, United States • 11-20 Employees

Company overview

Headquarters	33 Northeast 4th Avenue, Delray Beach, FL 33483, US
Phone number	+15612722267
Website	cornerpa.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Estate Planning
Founded	2005
Employees	11-20
Socials

Key Contact at Cornerstone Private Advisors

Joseph Prestianni

Vice President

Cornerstone Private Advisors Email Formats

Cornerstone Private Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cornerpa.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cornerpa.com	77.8%
{last name}{last name}	doedoe@cornerpa.com	22.2%

About Cornerstone Private Advisors

We are located in Southeast Florida and specialize in Wealth Management, Estate Planning and Financial Planning for individuals, families and closely held businesses. We have strategic partnerships with hundreds of investment companies through which we access world class investment advice and cutting edge technology. Yet as an independent firm, our responsibility is always to our clients and and our advice is always our own and always unbiased. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor P.O. Box 64282 St. Paul, MN 55164 (800) 800-2638. Cornerstone Private Advisors, LLC and Woodbury Financial Services Inc. are not affiliated entities

Cornerstone Private Advisors revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Vice President

Employees by Department

Cornerstone Private Advisors has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Cornerstone Private Advisors has never raised funding before.

Frequently asked questions

Cornerstone Private Advisors is located in Delray Beach, Florida, US.

You can reach Cornerstone Private Advisors at +15612722267.

Cornerstone Private Advisors was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Private Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cornerstone Private Advisors

Joseph Prestianni

Vice President

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