CORNERSTONE ADVISORY

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Company Profile

As of Date:

04/23/2024

Adviser Type:

- Large advisory firm

Number of Employees:

19 35.71%

of those in investment advisory functions:

9 28.57%

AUM:

1,756,284,295 15.85%

of that, discretionary:

1,741,867,186 14.90%

GAV:

24,489,223 8.58%

Avg Account Size:

674,975 4.32%

% High Net Worth:

28.56% -29.09%

SMA’s:

YES

Private Funds:

1

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 973M 730M 486M 243M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Cornerstone Advisory, LLC Buys 4, Sells 1 in 1st Quarter
05/20/2022

Related Stocks: VBR, JEPI, JPST, PDI, GOOGL,

gurufocus.com

Cornerstone Advisory, LLC Buys JPMorgan Equity Premium Income ETF, Nuveen Quality Municipal ...
08/24/2021

Related Stocks: SRLN, TFC, ABNB, VYMI, VXF, EPD, JEPI, NAD, RYH, XLU, FMO, NTG, MINT, GLD, DSL, IWB, LEO, VLO, TOTL, BOND, C, SUB, MPC, AAXJ,

gurufocus.com

Fiduciary/Claymore Energy Infrastructure Fund
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Calamos Convertible & High Income Fund
03/30/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Help Desk: Four financial lessons to carry forward after the pandemic
03/25/2021

1) Build and maintain an emergency fund The pandemic has taught us ... Jason Policastro is a private wealth advisor at Cornerstone Advisory and the chair of the Communications Committee at the ...

bizjournals.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $24,489,223

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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