Investment adviser · CRD 138509

CORNERSTONE INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

BAXTER, MN, United States · Form ADV filed Oct 18, 2016

Regulatory AUM
$105M
Form ADV · Item 5.F
Client accounts
845
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Oct 18, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7590 DESIGN RD
BAXTER, MN, 56425, United States

CRD 138509

Filing source

Form ADV 1045984 · Oct 18, 2016 · 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.