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| CornerStone Select Advisors LLC
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| |
|---|---|
| CRD # | 144044 |
| SEC # | 801-113472 |
| CIK # | |
| AUM | $211.0 MM (2024-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 314-862-5155 |
| Address | 13171 Olive Boulevard St Louis, MO 63141 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 9.8 |
| (b) Individuals (high net worth individuals) | 12 | 41.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 194 | 158.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 211.0 |
| By Discretionary | ||
| Discretionary | 459 | 211.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 459 | 211.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Theory Financial LLC
✚
|
CO | 0.2 |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
BWM Planning LLC
✚
|
TX | 0.2 |
|
Family CFO Inc
✚
|
CA | 0.2 |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
P J Roland Ltd
✚
|
PA | 0.2 |
|
Key Group Management Inc
✚
|
AZ | 0.2 |
|
Interwealth Management LLC
✚
|
AZ | 0.2 |
|
Bradford Financial Center
✚
|
IA | 0.2 |