Cornerstone Investment Management And Consulting,llc
Cornerstone Investment Management And Consulting,llc (CRD# 124322) is a financial advisory firm headquartered in Daphne, AL. They manage $79,657,625 in 168 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Cornerstone Investment Management And Consulting,llc
By the Numbers
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Total Assets Under Management80MILLION
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Total Number of Accounts168ACCOUNTS
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Average Account Value$474,153
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA, LA, TX
Financial Advisors at Cornerstone Investment Management And Consulting,llc
1
Mark Davidson (CRD# 4620630) is an Investment Advisor Representative working at Cornerstone Investment Management And Consulting,llc in Daphne, AL and has 1 year of experience in the finance industry.
2
Scott Koser (CRD# 4380622) is an Investment Advisor Representative working at Cornerstone Investment Management And Consulting,llc in Daphne, AL and has over 21 years of experience in the finance industry.
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