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CORNERSTONE CAPITAL, INC.

Tel: 650-566-9650
200 Homer Ave.
Palo Alto, California  94301

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CORNERSTONE CAPITAL, INC.

CORNERSTONE CAPITAL, INC. is a Palo Alto, California based financial advisory firm with nearly $1,292,483,098 in assets under management and provides investment advisory services for 274 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105396

SEC#:

801-13945

No. of Clients:

274

Assets under Management

$1,292,483,098

No. of Advisors:

6

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