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CORNERSTONE CAPITAL MANAGEMENT LLC
CORNERSTONE CAPITAL MANAGEMENT LLC
CORNERSTONE
EDINA, Minnesota
·
6 registered advisors
·
CRD# 107366
SEC# 801-45262
(952) 229-8100
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CORNERSTONE CAPITAL MANAGEMENT LLC
6 registered advisors
Andrew Scott Wyatt
EDINA, Minnesota
CRD# 2121388
David Ray Frauenshuh
EDINA, Minnesota
CRD# 4637246
John Clarence Penn
EDINA, Minnesota
CRD# 359765
Loren Ray Kix
EDINA, Minnesota
CRD# 5843138
Thomas Gregory Kamp
EDINA, Minnesota
CRD# 2695556
Thom Charles Berkowitz
EDINA, Minnesota
CRD# 800605
05
Office Locations
EDINA, Minnesota
6 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE CAPITAL MANAGEMENT LLC (CRD# 107366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.