Investment adviser · CRD 129164

CORNERSTONE INVESTMENT SERVICES

Investment adviser filing (IA)

CORNERSTONE INVESTMENT SERVICES LLC

PROVIDENCE, RI, United States · Form ADV filed Aug 17, 2012

Regulatory AUM
$65.6M
Form ADV · Item 5.F
Client accounts
463
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: Aug 17, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

245 WATERMAN STREET, SUITE 301
PROVIDENCE, RI, 02906, United States

CRD 129164

Filing source

Form ADV 665200 · Aug 17, 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.