⚲
|
CornerStone Select Advisors LLC
✚
| |
---|---|
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 |