Be advised. This firm is no longer registered.

Cornerstone Financial Services, Inc.

Cornerstone Financial Services, Inc. (CRD# 112278) is a financial advisory firm headquartered in Dallas, TX. They manage $24,863,062 in 338 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4851 Lbj Fwy., Ste. 1175, Dallas, TX 75244
http://www.cornerstonereport.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $73,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cornerstone Financial Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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