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Building 2CORNERSTONE FINANCIAL ADVISORS

Map pinHOUSTON, TX
Phone713-980-2989
NotebookSEC #801-51736
Total AUM
$28M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
947 PATTERSON STREET
HOUSTON
TX 77007-5437
United States
Operating Hours
9:30 AM- 4:30 PM
Monday - Friday
Phone
713-980-2989

ReceiptFinancials

Total AUM
$28M
Accounts
230
Discretionary
$20M
Accounts
215
Non-Discretionary
$8M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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