Dba, Cornerstone Investment Counsel

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$241K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
111375
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI55.23%
  • Individuals44.77%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cornerstone Investment Counsel operates as a sole proprietorship and is registered as an independent registered investment adviser serving individual and family clients. The firm’s business centers on portfolio management for individuals and small businesses and it charges fees as a percentage of assets under management. It is run by an individual owner, does not identify as an ESG-focused adviser, is not structured as a multi-state or pension consultant practice, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 64%, Exchange Traded Equities 32%, Non-Exchange Traded Equities 4%64%
  • Cash & Cash Equivalents64%
  • Exchange Traded Equities32%
  • Non-Exchange Traded Equities4%

Contacts

1 of 1
  • Dennis Dicke

    OwnerCRD 1607149

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth