CORNERSTONE FINANCIAL SERVICES INC
CRD #112278 SEC #801-55771 DALLAS, TX 972-241-7107
SEC Registered
Total AUM
$50.1M
Discretionary
$50.1M
Employees
6
Clients
1
Accounts
944
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| Jun 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| Jun 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| May 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| Apr 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| Mar 2012 | $50.1M | $50.1M | $0 | 6 | 300 |
| Mar 2011 | $61.7M | $61.7M | $0 | 10 | -- |
| Mar 2010 | $61.4M | $61.4M | $0 | 10 | -- |
| Mar 2009 | $65.5M | $65.5M | $0 | 10 | -- |
| Sep 2008 | $32.1M | $32.1M | $0 | 10 | -- |
| Mar 2007 | $32.3M | $31.3M | $972.9K | 10 | -- |
| Sep 2005 | $74.5M | $51.1M | $23.4M | 10 | -- |
| Jul 2004 | $57.7M | $5.1M | $52.6M | 10 | -- |
| Mar 2004 | $57.7M | $5.1M | $52.6M | 10 | -- |
| Oct 2003 | $45M | $273.6K | $44.8M | 10 | -- |
DateJul 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateApr 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$32.3M
Discretionary$31.3M
Non-Disc.$972.9K
Employees10
Clients--
DateSep 2005
Total AUM$74.5M
Discretionary$51.1M
Non-Disc.$23.4M
Employees10
Clients--
DateJul 2004
Total AUM$57.7M
Discretionary$5.1M
Non-Disc.$52.6M
Employees10
Clients--
DateMar 2004
Total AUM$57.7M
Discretionary$5.1M
Non-Disc.$52.6M
Employees10
Clients--
DateOct 2003
Total AUM$45M
Discretionary$273.6K
Non-Disc.$44.8M
Employees10
Clients--