Cornerstone Advisory LLC
Legal Name: CORNERSTONE ADVISORY, LLC
211 OLD PADONIA ROAD, HUNT VALLEY, MD
Full Contact Details
Other Info
Cornerstone Advisory LLC is legally known as CORNERSTONE ADVISORY, LLC. It is a MD Limited Liability Company. This firm has 13 employees, of which 7 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 5, 2007.
Direct Owners
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CHESAPEAKE ADVISORY GROUP, LLP
OWNER owns more than 50% but less than 75%
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DONALD STEPHEN HUBER
CHIEF COMPLIANCE OFFICER / MANAGING MEMBER owns less than 5%
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ERIK DORSEY JOHNSON
MEMBER owns less than 5%
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PRIVATE FUND ADVISORS, INC.
OWNER owns more than 25% but less than 50%
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THOMAS NICHOLS BIDDISON
MEMBER owns less than 5%
Indirect Owners
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DONALD STEPHEN HUBER
PARTNER owns more than 50% but less than 75%
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ERIK DORSEY JOHNSON
PRINCIPAL owns 75% or more
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THOMAS NICHOLS BIDDISON
PARTNER owns more than 50% but less than 75%
Custodians
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TD AMERITRADE, INC.
United States
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 8, 2019
- JP MORGAN EXCHANGE TRADED FD $21,266k
- FIDUCIARY CLAYMORE MLP OPP F $18,780k
- ISHARES TR CORE S&P500 ETF $18,627k
- BNY MELLON STRATEGIC MUNS IN $16,875k
- VANGUARD WHITEHALL FDS INC $16,349k
- DOUBLELINE INCOME $15,549k
- ISHARES TR CORE S&P SCP ETF $15,198k
- CALAMOS CONV & HIGH INCOME F $14,254k
- COH & STEER GL INC BLDER $13,263k
- VANGUARD INTL EQUITY INDEX F $12,334k