RIA Intel›Advisers›Alabama›CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Advisory

N·DAPHNE, AL

Data as of Jun 21, 2012 · Source: SEC Form ADV

Total AUM
$61M
1-Year AUM Growth
+30.5%
3-Year CAGR
+19.9%
Employees
0
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMar 29, 2007
Latest FilingJun 21, 2012
🔒 Full AUM trend chart and 12 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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