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CORNERSTONE SECURITIES LLC
CRD 140379 · SEC 801-133715
6710 W 121ST ST, SUITE 200, OVERLAND PARK, KS, 66209, United States
Phone
913-538-5483
Fax
913-647-0627
Registration
— (—)
Source
State registered
Total AUM
$210.0M
Discretionary AUM
$210.0M
Team
10 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 812 | $117.8M |
| High net worth individuals | 88 | $92.2M |
All web addresses on file
Official SEC filing: View on IAPD