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CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447 · SEC 801-63198
1790 38TH STREET, SUITE 207, BOULDER, CO, 80301, United States
Phone
303-545-5400
Fax
303-545-5640
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.8M
Discretionary AUM
$141.1M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $25.0M |
| High net worth individuals | 58 | $144.1M |
| Charitable organizations | 1 | $1.0M |
| Corporations/business entities | 1 | $374K |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD