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CORNERSTONE CAPITAL ADVISORS, INC.
CORNERSTONE CAPITAL ADVISORS, INC.
LAKEWOOD, Colorado
·
2 registered advisors
·
CRD# 140169
SEC# 801-66542
303-232-8550
01
Firm Overview
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORNERSTONE CAPITAL ADVISORS, INC.
2 registered advisors
Peter Eliot Gaide
LAKEWOOD, Colorado
CRD# 1103567
Roger Scott Gaide
LAKEWOOD, Colorado
CRD# 4838078
05
Office Locations
LAKEWOOD, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE CAPITAL ADVISORS, INC. (CRD# 140169) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.