LEDERGERBER MARICELA MARTINEZ
Legal name: CORNERSTONE FINANCIAL ADVISORS
CRD #107595 SEC #801-51736 HOUSTON, TX 713-980-2989
SEC Registered
Total AUM
$28M
Discretionary
$20M
Employees
1
Clients
11
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $28M | $20M | $8M | 1 | 11 |
| Jun 2012 | $28M | $20M | $8M | 1 | 11 |
| Jun 2012 | $28M | $20M | $8M | 1 | 11 |
| Mar 2012 | $30M | $22M | $8M | 1 | 11 |
| Mar 2011 | $36M | $26M | $10M | 5 | -- |
| Mar 2008 | $37M | $21M | $16M | 5 | -- |
| Apr 2007 | $41M | $23M | $18M | 5 | -- |
| Jan 2007 | $36M | $22M | $14M | 5 | -- |
| Mar 2006 | $36M | $22M | $14M | 5 | -- |
| Aug 2004 | $58.5M | $54M | $4.5M | 5 | -- |
| Jun 2004 | $58.5M | $54M | $4.5M | 5 | -- |
DateJun 2012
Total AUM$28M
Discretionary$20M
Non-Disc.$8M
Employees1
Clients11
DateJun 2012
Total AUM$28M
Discretionary$20M
Non-Disc.$8M
Employees1
Clients11
DateJun 2012
Total AUM$28M
Discretionary$20M
Non-Disc.$8M
Employees1
Clients11
DateMar 2012
Total AUM$30M
Discretionary$22M
Non-Disc.$8M
Employees1
Clients11
DateMar 2011
Total AUM$36M
Discretionary$26M
Non-Disc.$10M
Employees5
Clients--
DateMar 2008
Total AUM$37M
Discretionary$21M
Non-Disc.$16M
Employees5
Clients--
DateApr 2007
Total AUM$41M
Discretionary$23M
Non-Disc.$18M
Employees5
Clients--
DateJan 2007
Total AUM$36M
Discretionary$22M
Non-Disc.$14M
Employees5
Clients--
DateMar 2006
Total AUM$36M
Discretionary$22M
Non-Disc.$14M
Employees5
Clients--
DateAug 2004
Total AUM$58.5M
Discretionary$54M
Non-Disc.$4.5M
Employees5
Clients--
DateJun 2004
Total AUM$58.5M
Discretionary$54M
Non-Disc.$4.5M
Employees5
Clients--