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CORNERSTONE ADVISORY, LLC
CRD 122684
119 N BROADWAY STREET, SUITE 102, GREENFIELD, IN, 46140, United States
Phone
317-462-3310
Fax
3174623316
Registration
— (—)
Source
State registered
Total AUM
$19.4M
Discretionary AUM
$2.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; SOLICITORS FEES
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $16.4M |
| High net worth individuals | 1 | $1.1M |
| Pension/profit sharing plans | 1 | $1.9M |
Official SEC filing: View on IAPD