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CORNERSTONE INVESTMENT SERVICES
CORNERSTONE INVESTMENT SERVICES LLC
CRD 129164 · SEC 801-66355
245 WATERMAN STREET, SUITE 504A, PROVIDENCE, RI, 02906, United States
Phone
401-453-5550
Fax
401-453-5554
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$62.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $10.3M |
| High net worth individuals | 18 | $51.4M |
| Corporations/business entities | 4 | $862K |
All web addresses on file
Official SEC filing: View on IAPD