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CornerStone Professional Advisor Services LLC
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CRD # | 115122 |
SEC # | 801-61925 |
CIK # | |
AUM | $82.4 MM (2024-03-28) |
Employees | 18 (94% Investors, 6% Brokers) |
Phone | 516-408-1160 |
Address | 9 Endo Blvd Garden City, NY 11530 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 337 | 26.4 |
(b) Individuals (high net worth individuals) | 86 | 49.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 9 | 6.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 432 | 82.4 |
By Discretionary | ||
Discretionary | 423 | 75.7 |
Non-Discretionary | 9 | 6.7 |
Total | 432 | 82.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 82.4 | |
Total | 432 | 82.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Conway Partners Management LLC
✚
|
NY | 0.1 |
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
Pin Wealth LLC
✚
|
MA | 0.1 |
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
Atrato Asset Management LLC
✚
|
WA | 0.1 |
Finhabits Advisors LLC
✚
|
NY | 0.1 |
Lifegoal Wealth Advisors LLC
✚
|
NY | 0.1 |
Grupp Financial LLC
✚
|
WY | 0.1 |
VAM Group LLC
✚
|
PA | 0.1 |
Trott Brook Financial Inc
✚
|
MN | 0.1 |