CORNERSTONE ADVISORY

other names
  • CORNERSTONE ADVISORY
  • CORNERSTONE FINANCIAL, LLC
  • CORNERSTONE CONSULTING, INC.
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 04/15/2025
Adviser Type
Number of Employees 3
of those in investment advisory functions 1
Registration Louisiana, Approved, 06/06/2002
Other registrations (2)
AUM* 17,074,786 18.43%
of that, discretionary 0
Private Fund GAV* 0
Avg Account Size 73,282 15.89%
SMA’s No
Private Funds 0
Contact Info 985 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees