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Building 2THE CORNERSTONE GROUP, LLC

Map pinOCEAN SPRINGS, MS
Phone228-875-2001
NotebookSEC #801-58199
Total AUM
$26.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 GOVERNMENT STREET
OCEAN SPRINGS
MS 39564
USA
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
228-875-2001

ReceiptFinancials

Total AUM
$26.8M
Accounts
183
Discretionary
$26M
Accounts
180
Non-Discretionary
$756.5K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MS

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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