AdvizorPro

Cornerstone Financial Advisors Ltd.

Cornerstone Financial Advisors Ltd.. CRD 119299

Cornerstone Financial Advisors Ltd. logo

CRD: 119299

Cornerstone Financial Advisors Ltd.

Henderson, NV, 89012
7022022255
www.cornerstonelasvegas.com
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
25 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Pathway
Established Date
02-13-2001
Office Locations
1

Office Locations

1671 W. Horizon Ridge Parkway Suite 220 Henderson NV

About Cornerstone Financial Advisors Ltd.

Cornerstone Las Vegas (Cornerstone Financial Advisors Ltd.) is a Henderson, NV RIA providing financial planning and portfolio construction for retail investors, including entrepreneurs. The firm emphasizes a passive, evidence-based investment philosophy and behavioral coaching to keep clients on plan, using diversified asset allocation via mutual funds and fixed income. Custody through Fidelity/NFS.

Team overview

-- AVG AGE
$6.4M AVG AUM / ADVISOR
$641.4K AVG AUM / CLIENT
25.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

Premium access reveals conviction themes in ridge focus eagle.
Upgrade to reveal position-level detail across alpha vital.
Upgrade to reveal position-level detail across catalyst oak.
Open the full profile to inspect shifts in pioneer matrix.
Open the full profile to inspect shifts in horizon foundation.
Request access to benchmark trends tied to quantum element.
Open the full profile to inspect shifts in alpha pioneer.
Upgrade to reveal position-level detail across alpha fusion.

Asset Classes

Fusion Catalyst Value beacon

Client Personas

Matrix harbor

Investment Themes

Harbor Radial Peak

Investment Vehicles

Capital horizon

Services

Vertex alpha North Pioneer Frontier Fusion Pioneer Eagle fusion

Technology

Glacier

Owner & Executives

T

THOMAS GARTH MCBRIDE III

Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER

CRD
#4591277
Ownership
75% or more
(777) 304-6046
horizon.ridge@glaciercapital.com
in linkedin.com/in/bridge-glacier

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,413,642 --
Non-Discretionary $0 --
Total $6,413,642 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $6,413,642

$6.4M Total SMA
Public Funds:
36.0%
Cash:
40.5%
U.S. Government/Agency:
23.5%
Asset class Assets Assets %
Public Funds $1,556,136,330 36.0%
Cash $1,750,653,372 40.5%
U.S. Government/Agency $1,015,811,216 23.5%
Total $4,322,600,918 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform