Adviser Profile
| As of Date | 03/30/2022 |
| Registration status | Registration Changed to CORNERSTONE SECURITIES LLC |
| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 913 xxxxxxx |
| AUM* | 78,000,000 |
| of that, discretionary | 78,000,000 4% |
| Number of Employees | 10 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 158,215 -62% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
78M
67M
56M
45M
33M
22M
11M
2020
2021
2022
Private Funds
No private funds