Investment adviser · CRD 107230
CORNERSTONE CAPITAL ADVISORS
Investment adviser filing (IA)
MBS FINANCIAL PLANNING SERVICES, INC
UNIONTOWN, OH, United States · Form ADV filed May 13, 2019
- Regulatory AUM
- $520M Form ADV · Item 5.F
- Client accounts
- 1,777 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 144 | $346,153,376 | 66.6% |
| Individuals | 422 | $129,952,680 | 25.0% |
| Retirement plans | 27 | $43,928,051 | 8.4% |
Filing source
Form ADV 1322582 · May 13, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 13, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1640 CORPORATE WOODS CIRCLEUNIONTOWN, OH, 44685-7819, United States
CRD 107230
Filing source
Form ADV 1322582 · May 13, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.