Cornerstone Advisors Asset Management LLC
Legal Name: CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Full Contact Details
Cornerstone Advisors Asset Management LLC
74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA
(610) 694-0900
(610) 867-8614
Other Info
Cornerstone Advisors Asset Management LLC, also known as CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC, is a Pennsylvania-based Limited Liability Company. The firm employs 24 individuals, with 21 working in advisory roles. While the number of clients they serve is unknown, their registration status with the SEC is approved, dating back to January 4, 2006.
Institution & Independent Asset & Wealth Management | Cornerstone
Cornerstone is a registered investment advisor with the SEC that specializes in consulting to institutions and wealthy families, offering services such as financial planning and management.
Direct Owners
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CHRISTOPHER JOHN MCKINLEY
CHIEF COMPLIANCE OFFICER/MANAGER owns less than 5%
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CORNERSTONE BENEFITS, INC.
SOLE MEMBER owns 75% or more
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KEVIN (NMN) KARPUK
CHIEF INVESTMENT OFFICER/MANAGER owns less than 5%
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MALCOLM LEE COWEN
PRESIDENT/MANAGER owns less than 5%
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THOMAS JOSEPH SCALICI
CEO/MANAGER owns less than 5%
Indirect Owners
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CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP TRUST
SHAREHOLDER owns 75% or more
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HORIZON BANK, N.A. DBA HORIZON TRUST
TRUSTEE