Dba, Cornerstone Investment Counsel
Firm details
- Headquarters
- ,
- CRD number
- 111375
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.23%
- Individuals44.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cornerstone Investment Counsel operates as a sole proprietorship and is registered as an independent registered investment adviser serving individual and family clients. The firm’s business centers on portfolio management for individuals and small businesses and it charges fees as a percentage of assets under management. It is run by an individual owner, does not identify as an ESG-focused adviser, is not structured as a multi-state or pension consultant practice, and is not classified as a capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents64%
- Exchange Traded Equities32%
- Non-Exchange Traded Equities4%
Contacts
1 of 1Dennis Dicke
OwnerCRD 1607149
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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