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Daniel William Bradshaw

CORNERSTONE ADVISORS, LLC·ASHEVILLE, North Carolina
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1075 HENDERSONVILLE RD, ASHEVILLE, NC 28803CRD# 5944371Firm CRD# 300891
01

About

Daniel William Bradshaw is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with CORNERSTONE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CORNERSTONE ADVISORS, LLC
CORNERSTONE ADVISORS, LLC
AUM
$2.3B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CORNERSTONE ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5944371
Firm CRD# 300891
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel William Bradshaw offer?
Daniel William Bradshaw specializes in Investment Management, Fee-Only Advisory. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Daniel William Bradshaw's credentials?
Daniel William Bradshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel William Bradshaw located?
Daniel William Bradshaw is based in ASHEVILLE, North Carolina, working with CORNERSTONE ADVISORS, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Daniel William Bradshaw charge for services?
Daniel William Bradshaw'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 ADVISORS, LLC?
CORNERSTONE ADVISORS, LLC has approximately 7 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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