CORNELL CAPITAL HOLDINGS LLC
Firm details
- Headquarters
- OLEAN, New York
- CRD number
- 319451
Firm profile
FINTRXOverview
Cornell Capital Holdings LLC is organized as a limited liability company and is identified in filings as an investment adviser with an industry affiliation classified as "Other Investment Adviser." The firm appears to function chiefly as an adviser to private funds rather than as a traditional advisory practice serving retail advisory clients. Ownership is listed as an individual owner, and the adviser is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Dana Cornell
Chief Executive OfficerCRD 5022202
Meghan Johnson
Chief Operating OfficerCRD 4928261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLEAN, NY
CATTARAUGUS
Location
OLEAN, NY
Headquartered in OLEAN, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- CATTARAUGUS
- Address
- 125 S Union St
- Time zone
- ET (UTC-5)
- Office locations
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