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Home > Retirement Planners > missouri > st louis > CORNERSTONE SELECT ADVISORS, LLC
CORNERSTONE SELECT ADVISORS, LLC
13171 Olive Boulevard
Suite 302
St. Louis, Missouri 63141
Tel: 314-862-5155
About CORNERSTONE SELECT ADVISORS, LLC
CORNERSTONE SELECT ADVISORS, LLC, formally registered with the SEC as CORNERSTONE SELECT ADVISORS, LLC. The firm was established in 06/21/2018. They have over 1 offices throughout the country.
CORNERSTONE SELECT ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $234,036,242 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144044 |
| SEC# | 801-113472 |
| Assets Managed by Firm | $234,036,242 |
| No. of Clients | 465 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 465 | $234,036,242 |
| Individuals (other than high net worth individuals) | 43 | $7,390,112 |
| High net worth individuals | 18 | $45,972,768 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,994,897 |
| Other investment advisers | 185 | $177,861,755 |
| Corporations or other businesses | Fewer than 5 clients | $816,710 |
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