Overview
Assets Under Management: $110 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 26
Average Client Assets: $2.0 million
Frequently Asked Questions
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115122), CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is subject to fiduciary duty under federal law.
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is headquartered in GARDEN CITY, NY.
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC serves 26 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC manages $110 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.20%
Average Client Assets: $2.0 million
Total Client Accounts: 456
Discretionary Accounts: 442
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 115122
Filing ID: 2056385
Last Filing Date: 2026-03-19 12:12:17