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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares MSCI Taiwan Capped ETF $46,000

    Assets

    Assets

    Last updated on April 21, 2017
      • $3.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 4K
        Accounts
      • $804.5K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    37

    name start date
    Thomas Pendleton Riggs
    January 2007
    Brian Dean Ficken
    January 2012
    Viren Kamdar
    August 2016
    Charles Herbert Hammond
    April 1987
    Phillip Henry Miller
    February 2015

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Cornerstone Advisors, Inc. IAR $553,875,417

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Bruce Floyd Duff Chief Operating Officer/Director/Secretary Treasurer October, 2004 10% to 25%
        Susan Elizabeth Peterson Shareholder/Director October, 2005 10% to 25%
        Douglas Phillip Haack Chief Client Relationship Officer/Vice President September, 2010 10% to 25%
        Daniel Kwon Shareholder June, 2007 10% to 25%
        Kenneth Michael Hart Chief Executive Officer/Director/President January, 2011 10% to 25%
        Paul William Pedalino Shareholder December, 2016 5% to 10%
        David W Drews Shareholder January, 2011 5% to 10%
        Robert Falcon Scott Trenner Shareholder January, 2011 5% to 10%
        Susan Mcnab Director April, 2016 less than 5%
        Leonard Gregory Collins Director April, 2013 less than 5%
        Anne Farrell Director April, 2012 less than 5%
        Kristin Heather Reed Chief Compliance Officer January, 2010 less than 5%
        Michael Gary Hughes Chief Investment Officer/Director/Vice President March, 2009 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees