Cornerstone Advisors LLC
Legal Name: CORNERSTONE ADVISORS, LLC
6540 SW 10TH AVENUE, TOPEKA, KS
Full Contact Details
Cornerstone Advisors LLC
6540 SW 10TH AVENUE, TOPEKA, KS
785-273-2685
785-273-1641
Other Info
Cornerstone Advisors LLC is legally known as CORNERSTONE ADVISORS, LLC. It is a KS Limited Liability Company. This firm has 4 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 23, 2017.
Direct Owners
-
DONALD GENE SCHWART
PRES./MANAGING MEMBER owns 75% or more
-
M. DANYSE FORD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SCHWART FINANCIAL SERVICES, INC.
CORPORATION owns less than 5%
Indirect Owners
-
SCHWART, DONALD GENE
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Mar 31, 2019
|
Effectiveness Date:
May 13, 2019
- MICROSOFT CORP $56,422k
- Alphabet Inc $47,410k
- Amazon.com Inc $37,396k
- JPMORGAN CHASE & CO $28,547k
- ADAMS DIVERSIFIED EQUITY FD $27,085k
- Apple Inc $26,023k
- CISCO SYSTEMS INC $23,540k
- Exxon Mobil Corp $23,241k
- INTEL CORP $22,914k
- JOHNSON & JOHNSON $21,905k