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Building 2CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Map pinDAPHNE, AL
Phone251-626-6292
NotebookSEC #801-67775
Total AUM
$61.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
809 C DAPHNE AVE
SUITE 102
DAPHNE
AL 36526
United States
Operating Hours
8-5 M-TH, 9-4 FRIDAY
Monday - Friday
Phone
251-626-6292

ReceiptFinancials

Total AUM
$61.3M
Accounts
145
Discretionary
$61.3M
Accounts
145
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 Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGA

HandshakeAffiliates

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

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