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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
Cornerstone Asset Management
One DTC 5251 DTC Parkway, Suite 990
Greenwood Village, CO 80111
(303) 779-2524
“Wealth Management done the right way”
Advisor Profile
Stephen Gordon
Name:  Stephen Gordon
Phone Number:  (303) 779-2524
Website:  Visit Website

About Cornerstone Asset Management

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial objectives.

We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor.

Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.

General Information

Gender:    Male
CRD#:    2714986
Name of Broker/Dealer:    Securities America
Name of Custodial Firm:    Charles Schwab, Pershing LLC
States Licensed in:    CO,AZ,NM,TX,WY,KS,MT,OR,CA,NV,PA,ID,UT,WI,LA

Advisory Services offered in CO,NM,OR,PA
States Willing to do Business in:   
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors, Businesses


Academic Background
BA, Economics - New Mexico


Investment Types:    Options, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:    Via phone, At your home, At your office, At my office

Qualifications & Memberships

Securities Licenses:    Series 63, Series 24, Series 7, Series 65
Insurance and Annuity Licenses:    Variable Life, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients:    195
Firm's Number of Planning Clients:    100
Firm's Number of Managed Clients:    175
Assets Managed by Firm:    $90 Million
Advisor's Number of Clients:    195
Advisor's Number of Managed Clients:    175
Advisor's Number of Planning Clients:    100
Assets Managed by Advisor:    $90 Million


Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets, Hourly, Commissions
Fee % Based on Assets:    1-1.5%
Hourly Rate:    $200
Flat Fee Rate:    $500
Prepared By: Stephen Gordon

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