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CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
9 Endo Blvd.
Garden City, New York 11530
Tel: 516-408-1160
About CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC, formally registered with the SEC as CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC. The firm was established in 07/26/2002. They have over 4 offices throughout the country.
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a Garden City, New York based Financial Planning firm with nearly $82,359,960 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115122 |
| SEC# | 801-61925 |
| Assets Managed by Firm | $82,359,960 |
| No. of Clients | 432 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Other (SELECTION OF OTHER ADVISORS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 432 | $82,359,960 |
| Individuals (other than high net worth individuals) | 337 | $26,444,479 |
| High net worth individuals | 86 | $49,226,004 |
| Pension and profit sharing plans | 9 | $6,689,477 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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