CORNERSTONE INVESTMENT ADVISORS, LLC

BOULDER, Colorado·4 registered advisors·CRD# 116447

SEC# 801-631980303-545-5400

01

Firm Overview

AUM

$147M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

4

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

4 registered advisors

BOULDER, Colorado

Dennis Eldon Channer

BOULDER, Colorado

Jane Wahrer Engel

BOULDER, Colorado

Russ Curtis Rauhauser

BOULDER, Colorado

05

Office Locations

BOULDER, Colorado

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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.