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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
About Cornermen Financial, LLC
Cornermen Financial is an independently owned RIA in San Antonio providing personalized financial life planning, retirement planning, and ongoing portfolio management. The team builds a bespoke plan and can execute and monitor investments long term. A notable differentiator is its retirement-planning education courses offered through its nonprofit, The Financial Education Institute.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
LOGAN WILLIAM DIETEL
Financial Advisor, General Partner
- CRD
- #5064196
- Ownership
- 50% but less than 75%
HOWARD JAY RAPPAPORT
Chief Compliance Officer, President
- CRD
- #4941230
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Benjamin Ethan Clark
Financial Advisor, General Partner
- CRD
- #6512257
LOGAN RAY ROBINSON
--
- CRD
- #7164855
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,711,427 | $221,425 |
| Non-Discretionary | $0 | -- |
| Total | $172,711,427 | $221,425 |
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Separately Managed Accounts
Total SMA Asset: $172,711,427
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $414,918,602 | 10.2% |
| Corporate - Investment Grade | $1,102,381,776 | 27.1% |
| Cash | $1,330,180,224 | 32.7% |
| Private Funds | $1,220,348,830 | 30.0% |
| Total | $4,067,829,432 | 100.0% |