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Cornerstone Advisors Asset Management, LLC

● SEC registered since 2006CRD 138638SEC# 801-65091Bethlehem, PA
Export (members)
Reg. AUM
$8.3B
Employees
33
Accounts
1,841
Location
Bethlehem, PA

Cornerstone Advisors Asset Management, LLC assets under management

Cornerstone Advisors Asset Management, LLC operates as an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 2006. It reports $8.3 billion in regulatory assets under management and employs 33 people.

Cornerstone Advisors Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher John McKinley ControlChief Compliance Officer/ManagerUnder 5%2015
Cornerstone Benefits, Inc. ControlSole MemberOver 75%2016
Kevin (nmn) Karpuk ControlPresident/ManagerUnder 5%2025
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Frequently asked questions

How much does Cornerstone Advisors Asset Management, LLC manage?

Cornerstone Advisors Asset Management, LLC reports $8.3 billion in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Advisors Asset Management, LLC have?

Cornerstone Advisors Asset Management, LLC reports 33 employees.

Where is Cornerstone Advisors Asset Management, LLC located?

Cornerstone Advisors Asset Management, LLC is based in Bethlehem, PA and has been SEC-registered since 2006.

Does Cornerstone Advisors Asset Management, LLC disclose fund performance?

Cornerstone Advisors Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address74 West Broad Street, Suite 340, Bethlehem, PA 18018
Phone(610) 694-0900
Fax(610) 867-8614
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.28B
Non-discretionary$4.02B
Total (RAUM)$8.3B