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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Professional Advisor Services LLC
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|---|---|
| CRD # | 115122 |
| SEC # | 801-61925 |
| CIK # | |
| AUM | $88.7 M (2025-04-02) |
| Employees | 14 (21% Investors, 7% Brokers) |
| Phone | 516-408-1160 |
| Address | 9 Endo Blvd Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 40.9 |
| (b) Individuals (high net worth individuals) | 27 | 38.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 9.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 88.7 |
| By Discretionary | ||
| Discretionary | 441 | 79.7 |
| Non-Discretionary | 11 | 9.1 |
| Total | 452 | 88.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 88.7 | |
| Total | 452 | 88.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
Alsari Wealth Management Global Advisors LLC
✚
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CA | 0.1 |
|
Brazos Capital LLC
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TX | 0.1 |
|
Wallstreeticom LLC
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|
NY | 0.1 |
|
Contrary Legacy LLC
✚
|
0.1 | |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
KJ Capital Management LLC
✚
|
0.1 | |
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
Institutional Investment Advisors Corp
✚
|
NY | 0.1 |