Cornerstone Advisors, Inc.
Pennsylvania
Pennsylvania
Registered In
09/19/2011
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Cornerstone Advisors, Inc. at % Aagent Services LLC , PA lists Scott A Sommer and Steven P Williams of Scottsdale, AZ as associates.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Foreign Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Scott A Sommer
President
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7272 E INDIAN SCHOOL RD STE 400, SCOTTSDALE, AZ 85251
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Steven P Williams
Vice President
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7272 E INDIAN SCHOOL RD STE 400, SCOTTSDALE, AZ 85251
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Terance Roche
Treasurer
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7272 E INDIAN SCHOOL RD STE 400, SCOTTSDALE, AZ 85251
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% Aagent Services LLC , PA
View Map
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Financial Information for Cornerstone Advisors, Inc.
Form 5500
CORNERSTONE ADVISORS, INC
7272 E Indian School Road Suite 400, Scottsdale, Az 85251 (480) 423-2030 EIN:75-2990539 Plan Admin:Terence Roche| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameCORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY103 / 129 Assets BOY/EOY$14,814,605 / $20,024,729 | 2021 | CORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 103 / 129 | $14,814,605 / $20,024,729 |
| 2020 | Plan NameCORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY99 / 100 Assets BOY/EOY$11,738,735 / $14,814,605 | 2020 | CORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 99 / 100 | $11,738,735 / $14,814,605 |
| 2019 | Plan NameCORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY93 / 98 Assets BOY/EOY$8,860,363 / $11,738,735 | 2019 | CORNERSTONE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 93 / 98 | $8,860,363 / $11,738,735 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CORNERSTONE ADVISORS,INC
7272 E. Indian School Rd Ste 400, SCOTTSDALE, AZ 85251-3921 Industry:Other Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$1,520,200 Forgiven$1,530,737 LenderBankers Trust Company Jobs79 | 04/13/2020 | $1,520,200 | $1,530,737 | Bankers Trust Company | 79 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Cornerstone Advisors, Inc.
Registered in California
|
Roseville, CA | View Report | |
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Cornerstone Advisors, Inc.
Registered in Washington
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Sammamish, WA Scottsdale, AZ | View Report | |
|
Cornerstone Wealth Advisors Inc.
Registered in Florida
|
Trinity, FL | View Report | |
|
Cornerstone Wealth Advisors, Inc.
Registered in California
|
Carlsbad, CA Dana Point, CA | View Report | |
|
Cornerstone Financial Advisors, Inc.
Registered in Missouri
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Blue Springs, MO | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Georgia
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Decatur, GA | View Report | |
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Cornerstone Equity Advisors, Inc.
Registered in Nevada
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Carson City, NV | View Report | |
|
Cornerstone Investment Advisors, Inc.
Registered in Mississippi
|
Madison, MS Springfield, IL | View Report | |
|
Cornerstone Financial Advisors, Inc.
Registered in Utah
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Jordan, UT | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Connecticut
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Greenwich, CT Stamford, CT | View Report | |
|
Cornerstone Financial Advisors, Inc.
Registered in Kansas
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Lees Summit, MO Overland Park, KS | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Alaska
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Bellevue, WA | View Report | |
|
Cornerstone Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Massachusetts
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Lexington, MA | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Florida
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Franklin, NC | View Report | |
|
Cornerstone Advisors, Inc.
Registered in Oregon
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Bellevue, WA | View Report | |
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Cornerstone Merchant Advisors, Inc.
Registered in Florida
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Miami, FL | View Report | |
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Cornerstone Realty Advisors, Inc.
Registered in Washington
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Mead, WA | View Report | |
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Cornerstone Advisors, Inc.
Registered in Washington
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Bellevue, WA | View Report |
Person/City Match:Scott A Sommer - Scottsdale, AZ
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Maple Street Advisors, LLC
Registered in Florida
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Scottsdale, AZ | View Report | |
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Milford LLC
Registered in Arizona
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Scottsdale, AZ | View Report | |
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Cornerstone Advisors of Arizona, LLC
Registered in North Carolina
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Raleigh, NC Scottsdale, AZ | View Report | |
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Cornerstone Advisors of Arizona, Inc.
Registered in North Carolina
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Holly Springs, NC Scottsdale, AZ | View Report |
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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