CORNERSTONE ADVISORS INC

BELLEVUE, Washington·6 registered advisors·CRD# 110908
SEC# 801-205092425-646-7600
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORNERSTONE ADVISORS INC

6 registered advisors
Charles Herbert Hammond
BELLEVUE, Washington
Daniel Kwon
BELLEVUE, Washington
David W Drews
BELLEVUE, Washington
Kenneth Michael Hart
BELLEVUE, Washington
Robert Falcon Scott Trenner
BELLEVUE, Washington
Susan Elizabeth Peterson
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
6 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE ADVISORS INC (CRD# 110908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.