CornerStone Wealth Strategies Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

CornerStone Wealth Strategies Inc ✚
CRD #	297491
SEC #	801-113703
CIK #
AUM
Employees	14 (71% Investors, 71% Brokers)
Phone	509-396-0588
Address	8905 W Gage Blvd, Kennewick, WA 99336
Source	[IAPD] [Website] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	794	294.0
(b) Individuals (high net worth individuals)	296	677.4
(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	0.0
(h) Charitable organizations	5	35.8
(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	1,090	1,007.2
By Discretionary
Discretionary	1,090	1,007.2
Non-Discretionary	0	0.0
Total	1,090	1,007.2
By Non-United States Persons
Non-United States Persons		1.6
United States Persons		1,005.6
Total	1,090	1,007.2

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