← Back to searchVisit website
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
CRD 124322 · SEC 801-67775
2210 MAIN STREET, SUITE E, DAPHNE, AL, 36526, United States
Phone
251-626-6292
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.6M
Discretionary AUM
$86.5M
Team
3 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $24.3M |
| High net worth individuals | 27 | $51.8M |
| Pension/profit sharing plans | 1 | $79K |
| Charitable organizations | 3 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD