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Building 2CORNERSTONE INVESTMENT SERVICES, INC.

Map pin
Phone704-698-1040
NotebookSEC #801-63919
Total AUM
$19.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
704-698-1040

ReceiptFinancials

Total AUM
$19.1M
Accounts
169
Discretionary
$19.1M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SET-UP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CONCSC

HandshakeAffiliates

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

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