Cornerstone Capital Management

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

2451 S Kelly Ste 150, Edmond, Oklahoma, ...

Phone Number

(580) 248-1554

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cornerstone Capital Management

Cornerstone Capital Management specializes in creating personalized Rock-Solid Retirement Plans based on four key cornerstones that ensure stability and longevity in retirement. The firm aims to assist clients in evaluating their objectives, mitigating risks, generating lasting income, and efficiently disseminating their legacy. Led by President Derek Colton, the company focuses on providing a holistic approach to retirement planning, emphasizing asset protection and tax efficiency. Their target clients include individuals seeking to secure and grow their retirement savings while avoiding common investment pitfalls.Explore more
Popular SearchesCornerstone Capital ManagementCornerstone Home LoansSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Capital Management Org Chart

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Manager, Operations

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Compare insights from companies similar to Cornerstone Capital Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Capital Manag...

<$5M
11-50
Private
-
-
KG
Katelyn GarciaManager, Operations
$5.3M
11-50
Private
-
2010
SS
Susan SantanaAdministrative Assistant
$5.2M
11-50
Private
-
1994
DM
Donald MoultonChief Investment Officer & CEO
<$5M
11-50
Private
-
-
EM
Elizabeth MurrayDirector, Operations
<$5M
11-50
Private
-
-
CW
Cristina WaytAssociate Attorney
<$5M
1-10
Private
-
2017
JW
Jeffry WrightPresident, CEO & Trust Officer
<$5M
1-10
Private
-
2017
LJ
Leland JameisonBusiness Development Director & Manager
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Company Profile Activity

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Activity Insights

Cornerstone Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cornerstone Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Capital Management.

Cornerstone Capital Management Tech Stack

A closer look at the technologies used by Cornerstone Capital Management

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Frequently Asked Questions Regarding Cornerstone Capital Management

What is Cornerstone Capital Management's official website?
Cornerstone Capital Management's official website is www.okcornerstone.com
What is Cornerstone Capital Management's Revenue?
Cornerstone Capital Management's revenue is <$5 Million
What is Cornerstone Capital Management's SIC code?
Cornerstone Capital Management's SIC: 62,628
What is Cornerstone Capital Management's NAICS code?
Cornerstone Capital Management's NAICS: 52,523
How many employees does Cornerstone Capital Management have?
Cornerstone Capital Management has 11-50 employees
What industry does Cornerstone Capital Management belong to?
Cornerstone Capital Management is in the industry of: Finance, Securities Trading
What is Cornerstone Capital Management competition?
Cornerstone Capital Management top competitors include: Wealth Preservation Concepts, Granite Rock TDI, Guerra Tax and Wealth Planning, Moulton Wealth Management
What technology does Cornerstone Capital Management use?
Some of the popular technologies that Cornerstone Capital Management uses are: WordPress.org, PHP, Microsoft 365, Vimeo
How do I contact Cornerstone Capital Management?
Cornerstone Capital Management contact info: Phone number: (580) 248-1554 Website: www.okcornerstone.com
What does Cornerstone Capital Management do?

Cornerstone Capital Management specializes in creating personalized Rock-Solid Retirement Plans based on four key cornerstones that ensure stability and longevity in retirement. The firm aims to assist clients in evaluating their objectives, mitigating risks, generating lasting income, and efficiently disseminating their legacy. Led by President De... rek Colton, the company focuses on providing a holistic approach to retirement planning, emphasizing asset protection and tax efficiency. Their target clients include individuals seeking to secure and grow their retirement savings while avoiding common investment pitfalls.Read More

Is Cornerstone Capital Management a public company?
Cornerstone Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Capital Management

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