Unclaimed Profile

Gary Bentz

CORNERSTONE ADVISORS, INC.·ASHEVILLE, North Carolina

Clean recordCORNERSTONE ADVISORS, INC.

1075 HENDERSONVILLE RD, ASHEVILLE, NC 28803CRD# 2058854Firm CRD# 110554

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Bentz · ASHEVILLE, NC

Registration

CRD #2058854 · CORNERSTONE ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gary Bentz is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with CORNERSTONE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CORNERSTONE ADVISORS, INC.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORNERSTONE ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2058854

Firm CRD# 110554

View on FINRA BrokerCheck →

Looking for a financial advisor in ASHEVILLE?

Browse all registered financial advisors in ASHEVILLE, North Carolina or claim this profile if it's yours.

Browse ASHEVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Bentz offer?

Gary Bentz specializes in Investment Management, Fee-Only Advisory. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Gary Bentz's credentials?

Gary Bentz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Bentz located?

Gary Bentz is based in ASHEVILLE, North Carolina, working with CORNERSTONE ADVISORS, INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Gary Bentz charge for services?

Gary Bentz'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, INC.?

CORNERSTONE ADVISORS, INC. has approximately 6 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →