CornerStone Professional Advisor Services LLC

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Assets, Funds, Holdings

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CornerStone Professional Advisor Services LLC
CRD #115122
SEC #801-61925
CIK #
AUM $82.4 MM (2024-03-28)
Employees 18 (94% Investors, 6% Brokers)
Phone516-408-1160
Address9 Endo Blvd
Garden City, NY 11530
Source [IAPD] [Website]
Total AUM ($MM)
1209672482402001200920172025
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
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