CRD: 304229
Cornell Capital Management
$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2021
- Office Locations
- 1
Office Locations
-- Clarence Center NY
About Cornell Capital Management
Cornell Capital Management is a New York-based investment advisor providing wealth management and customized investment portfolios for individuals and corporations, including pension plans. The firm tailors strategies to clients’ current needs and long-term goals and serves clients globally. Public profile data indicates ETF-focused SMA allocations and custody via Charles Schwab.
Team overview
66 AVG AGE
$21.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID CORNELL HARTZELL Jr
President
- CRD
- #4378861
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,752,533 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,752,533 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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