RIA Intelligence

THE CORNERSTONE GROUP, LLC

CRD #109249 SEC #801-58199 OCEAN SPRINGS, MS 228-875-2001
SEC Registered
Total AUM
$26.8M
Discretionary
$26M
Employees
5
Clients
101
Accounts
183

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WAGONER, MARTIN, ROBERTIPARTNERC Control
BAYNE, RUSSELL, LAVERNEIPARTNERB
BOYD, CHARLES, SPENCERIPARTNERB
WAGONER, LISA, COURTNEYIPARTNERB

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Notice Filings (1)

MS

Address

1001 GOVERNMENT STREET
OCEAN SPRINGS, MS 39564
USA
Phone: 228-875-2001