Investment adviser · CRD 107595

CORNERSTONE FINANCIAL ADVISORS

Investment adviser filing (IA)

LEDERGERBER MARICELA MARTINEZ

HOUSTON, TX, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$28M
Form ADV · Item 5.F
Client accounts
230
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

947 PATTERSON STREET
HOUSTON, TX, 77007-5437, United States

CRD 107595

Filing source

Form ADV 655012 · Jun 22, 2012 · 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.