Cornerstone Wealth Advisors, Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 124947
- Registered since
- February 20, 2003
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.32%
- Individuals16.49%
- Charitable Organizations1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cornerstone Wealth Advisors, Inc. is an independent, SEC‑registered RIA founded in 2003 and held by an individual owner. The firm serves both individual and family clients as well as institutional/plan clients. Its advisory mix centers on financial planning and discretionary portfolio management for individuals, small businesses and larger business/institutional clients, and it lists pension consulting among its services. Fee arrangements include AUM‑based fees and fixed fees. The firm does not identify as an active ESG investor and is not described as a capital allocator.
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Sara Kantor
Financial PlannerCRD 6895196
Coresa Cass
Financial PlannerCRD 7347888
Jonathan Guyton
Principal & Financial PlannerCRD 1442139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$468M in ETFs
100%
$468M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) | Schwab | Passive | Intermediate Government | $102M | 4,120,062 | 21.72% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3300 Edinborough Way
- Time zone
- CT (UTC-6)
- Office locations
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