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CORNERSTONE INVESTMENT ADVISORS, LLC
CORNERSTONE INVESTMENT ADVISORS, LLC
BOULDER, Colorado
·
5 registered advisors
·
CRD# 116447
SEC# 801-63198
0
303-545-5400
01
Firm Overview
AUM
$147M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORNERSTONE INVESTMENT ADVISORS, LLC
5 registered advisors
David Darmour
BOULDER, Colorado
CRD# 2382704
Dennis Eldon Channer
BOULDER, Colorado
CRD# 1644005
Jane Wahrer Engel
BOULDER, Colorado
CRD# 4289130
Russ Curtis Rauhauser
BOULDER, Colorado
CRD# 5211982
Thomas Toku Yanari
BOULDER, Colorado
CRD# 1631099
05
Office Locations
BOULDER, Colorado
5 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE INVESTMENT ADVISORS, LLC (CRD# 116447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.