Nicholas
Nottebohm
Cornerstone Investment Partners, LLC
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About this Advisor
Nicholas Nottebohm is a financial advisor based in Atlanta, Georgia, working with Cornerstone Investment Partners, LLC. Nicholas has previously held positions at the University Of Pennsylvania Wharton School and Cornerstone Investment Partners, LLC. Nicholas has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Nicholas is part of Cornerstone Investment Partners, LLC, which operates out of Atlanta, Georgia. The firm has 1 office and 15 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Cornerstone Investment Partners, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Investment Partners, LLC Brokerage Details
$1,896,807,143
15
355
$5,343,119
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Nicholas Nottebohm Work History
Cornerstone Investment Partners, LLC
University Of Pennsylvania Wharton School
Disclosures
Please visit the SEC profile of Nicholas Nottebohm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Investment Partners, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Tampa, FL
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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