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Cornerstone Management, Inc.
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Peachtree Corners, Georgia
$1.1 billion AUM
2 offices

Cornerstone Management, Inc. is based in Peachtree Corners, Georgia and has $1.1 billion in assets under management.

Location
655 Engineering Drive
Suite 110
Peachtree Corners, GA 30092
$1.1 billion
AUM
16
Employees
AUM Share
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$1,080,046,438
Assets under management
1,502 clients
Number of clients
Average investment size is $719,072
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 162 $50,228,182 5% $310,051
High net worth individuals 33 $205,304,782 19% $6,221,357
Pension and profit sharing plans Fewer than 5 clients $2,164,848
Charitable organizations 77 $822,348,155 76% $10,679,846
Other corporations or businesses Fewer than 5 clients $471
Employees Share
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16
Employees
6
Investment analysts
38% of total employees
AUM per employee Share
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$1,080,046,438
Assets under management
$67,502,902
AUM per employee
$180,007,740
AUM per investment analyst
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Compensation

Cornerstone Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Cornerstone Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 125,828
SEC number 801-63080
Legal structure Corporation
Legal governance Georgia, United States
Latest ADV filing date April 14, 2020

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