Cornell Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 304229
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cornell Capital Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individuals and families, employing a fee structure based on a percentage of assets under management. While it does not actively engage in environmental, social, and governance (ESG) investing, Cornell Capital Management maintains affiliations with other investment advisers, enhancing its network within the financial services industry.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Hartzell
PresidentCRD 4378861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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