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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2015
- Office Locations
- 1
Office Locations
About Cornerstone Asset Advisors Inc.
Cornerstone Asset Advisors Inc. is a boutique RIA providing fiduciary, goals-based investment management and financial planning with a highly personalized, responsive approach for a select group of client partners, including entrepreneurs. Portfolios emphasize asset allocation and risk management, with an ETF-centric implementation alongside mutual funds and fixed income. Led by president/IAR Herman Chang; custody includes Charles Schwab.
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Owner & Executives
HERMAN HO-MAN CHANG
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2547864
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,063,483 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,063,483 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,063,483
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $466,701,109 | 12.6% |
| Public Funds | $362,989,751 | 9.8% |
| Cash | $481,517,017 | 13.0% |
| Corporate - Investment Grade | $451,885,200 | 12.2% |
| Corporate - Non-Investment Grade | $366,693,728 | 9.9% |
| Equity - OTC | $744,499,387 | 20.1% |
| U.S. Government/Agency | $829,690,860 | 22.4% |
| Total | $3,703,977,052 | 100.0% |