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Cornerstone Retirement

Cornerstone Retirement is an investment advisor in Reno with $447.41M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
383703834
SEC advisor number
801-109991
FINRA CRD number
157861
AUM ?
$447.41M (as of 5 May 21)
Accounts
1,359 (as of 5 May 21)
Employees
8 (4 investment advisory or research)
Office hours
M-TH & FRIDAY, 8 AM - 5 PM & 8 AM - 3 PM
Owner Title From %Ownership
Abts, Christopher, Kendall President & Chief Compliance Officer 06/2011 > 75%
Guillen, Trinidad, John Chief Investment Officer 08/2014 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
2 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$271.71M 2.46M 2.41M +2.0
$224.95M 493.83K 487.11K +1.4
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings