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Loren Ray Kix

CORNERSTONE CAPITAL MANAGEMENT LLC·EDINA, Minnesota
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3600 MINNESOTA DRIVE, SUITE 70, EDINA, MN 55435CRD# 5843138Firm CRD# 107366
01

About

Loren Ray Kix is a registered financial advisor based in EDINA, Minnesota, affiliated with CORNERSTONE CAPITAL MANAGEMENT LLC. 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# 5843138
Firm CRD# 107366
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loren Ray Kix offer?
Loren Ray Kix specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDINA, Minnesota for a consultation.
What are Loren Ray Kix's credentials?
Loren Ray Kix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loren Ray Kix located?
Loren Ray Kix is based in EDINA, Minnesota, working with CORNERSTONE CAPITAL MANAGEMENT LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Loren Ray Kix charge for services?
Loren Ray Kix'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 LLC?
CORNERSTONE CAPITAL MANAGEMENT LLC 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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