CORNERSTONE PORTFOLIO RESEARCH

RIASEC RegisteredEst. 2021

Total AUM

$444M

Discretionary

$444M

100% of AUM

Avg account

$332K

Accounts

1,338

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315130
Registered since: June 25, 2021
Website: cornerstoneportfolioresearch.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITOL FEDERAL SAVINGS BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Portfolio Research is an SEC-registered advisory LLC that began registration in 2021 and is individually owned. The firm serves an institutional client base and acts as a capital allocator, providing portfolio management for individuals/small businesses and for businesses or institutions, along with selection of other advisers. Its fee model combines a percentage-of-AUM component and fixed fees. Cornerstone does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.