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John Clarence Penn

CORNERSTONE CAPITAL MANAGEMENT INC·EDINA, Minnesota
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3600 MINNESOTA DRIVE, SUITE 70, EDINA, MN 55435CRD# 359765Firm CRD# 107366
01

About

John Clarence Penn is a registered financial advisor based in EDINA, Minnesota, affiliated with CORNERSTONE CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CORNERSTONE CAPITAL MANAGEMENT LLC
CORNERSTONE
AUM
$1.0B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CORNERSTONE CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 359765
Firm CRD# 107366
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Clarence Penn offer?
John Clarence Penn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDINA, Minnesota for a consultation.
What are John Clarence Penn's credentials?
John Clarence Penn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Clarence Penn located?
John Clarence Penn is based in EDINA, Minnesota, working with CORNERSTONE CAPITAL MANAGEMENT INC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does John Clarence Penn charge for services?
John Clarence Penn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE CAPITAL MANAGEMENT INC?
CORNERSTONE CAPITAL MANAGEMENT INC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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