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Building 2CORNERSTONE INVESTMENT SERVICES

Map pinPROVIDENCE, RI
Phone401-453-5550
NotebookSEC #801-66355
Total AUM
$65.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
245 WATERMAN STREET
SUITE 301
PROVIDENCE
RI 02906
United States
Operating Hours
9:00 TO 4:30
Monday - Friday
Phone
401-453-5550

ReceiptFinancials

Total AUM
$65.6M
Accounts
463
Discretionary
$65.6M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMAMEMINHNJNYOHRITXVAVT

HandshakeAffiliates

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

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