Investment adviser · CRD 112278

CORNERSTONE FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Jul 10, 2012

Regulatory AUM
$50.1M
Form ADV · Item 5.F
Client accounts
944
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: Jul 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Market timing

Compensation

Percentage of assets · Hourly · Subscription · Fixed · Commissions

Principal office

14901 QUORUM DRIVE, SUITE 785
DALLAS, TX, 75254, United States

CRD 112278

Filing source

Form ADV 658708 · Jul 10, 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.