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CORNERMEN FINANCIAL, LLC
CRD 323179 · SEC 801-126584
1130 E. SONTERRA BLVD, SUITE 130, SAN ANTONIO, TX, 78258, United States
Phone
(210) 702-3961
Fax
(210) 979-0451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.7M
Discretionary AUM
$172.7M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $114.6M |
| High net worth individuals | 37 | $56.4M |
| Charitable organizations | 1 | $1.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD