CORNERSTONE INVESTMENT SERVICES, INC.
CRD 118437 · SEC 801-63919
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$67.0M
Discretionary AUM
$60.3M
Team
1 total employees; 1 advisory reps; 130 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SETUP FEE
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $11.0M |
| High net worth individuals | 19 | $29.5M |
| Pension/profit sharing plans | 4 | $16.8M |
| Charitable organizations | 3 | $9.1M |
| Corporations/business entities | 1 | $528K |
All web addresses on file
Official SEC filing: View on IAPD