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Building 2CORNERSTONE TRUST MANAGEMENT SERVICES LLC

Map pinALTAMONTE SPRINGS, FL
Phone215-826-2800
NotebookSEC #801-79734
Total AUM
$1.1B
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
955 KELLER ROAD
SUITE 1500
ALTAMONTE SPRINGS
FL 32714
United States
Operating Hours
9:00 A.M. - 5:00 P.M EASTERN TIME ZONE
Monday - Friday
Phone
215-826-2800

ReceiptFinancials

Total AUM
$1.1B
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$1.1B
Accounts
1

ContactClients

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Other Clients
1
AUM
$1.1B
Description of Other Clients
INVESTMENT ADVISORY SERVICES TO BANKING INSTITUTIONS ACTING AS TRUSTEE OF CEMETERY AND FUNERAL HOME TRUSTS

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Services Offered
Other Services
Other Services
INVESTMENT ADVISORY SERVICES TO BANKING INSTITUTION ACTING AS TRUSTEE OF CEMETERY AND FUNERAL HOME TRUSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FL

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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