President Emeritus/manager · Cornerstone Advisors Asset Management, LLC
Malcolm L. Cowen
CRD 1013493 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cornerstone Advisors Asset Management, LLC, an SEC-registered asset manager based in Bethlehem, PA with $9.6 billion in regulatory assets, lists Malcolm L. Cowen on its Form ADV as President Emeritus/manager, a control person. The SEC filings also name Malcolm at 1 other registered adviser.
Firms and roles
- Cornerstone Advisors Asset Management, LLCPresident Emeritus/managerAsset manager · Bethlehem, PA · $9.6B in regulatory assets
- M Financial Investment Advisers IncDirector/chairAsset manager · Portland, OR · $1.0B in regulatory assets
AtlasMembers
Malcolm’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Thomas J. ScaliciExecutive Chairman/manager, Cornerstone Advisors Asset Management, LLC
- Kevin (. KarpukCeo/manager, Cornerstone Advisors Asset Management, LLC
- Christopher J. McKinleyChief Compliance Officer/manager, Cornerstone Advisors Asset Management, LLC
- Lauren S. ThomasDirector, M Financial Investment Advisers Inc
- Philip M. DebruynDirector, M Financial Investment Advisers Inc
4 more people named with Malcolm on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Malcolm’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.