CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD #115122 SEC #801-61925 GARDEN CITY, NY 516-408-1160
SEC Registered
Total AUM
$88.7M
Discretionary
$79.7M
Employees
14
Clients
0
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $88.7M | $79.7M | $9.1M | 14 | 0 |
| Mar 2025 | $88.7M | $79.7M | $9.1M | 14 | 0 |
| Mar 2024 | $82.4M | $75.7M | $6.7M | 18 | 0 |
| Oct 2023 | $75.7M | $69.1M | $6.6M | 18 | 0 |
| Mar 2023 | $75.7M | $69.1M | $6.6M | 19 | 0 |
| Mar 2022 | $94.3M | $86.7M | $7.6M | 19 | 0 |
| Feb 2022 | $75.2M | $75.2M | $0 | 19 | 0 |
| Dec 2021 | $75.2M | $75.2M | $0 | 19 | 0 |
| Mar 2021 | $75.2M | $75.2M | $0 | 19 | 0 |
| Jun 2020 | $60.9M | $60.9M | $0 | 19 | 0 |
| Mar 2020 | $60.9M | $60.9M | $0 | 19 | 0 |
| Mar 2019 | $45.5M | $45.5M | $0 | 19 | 0 |
| Oct 2018 | $60.1M | $60.1M | $0 | 19 | 0 |
| Mar 2018 | $60.1M | $60.1M | $0 | 19 | 0 |
| Jul 2017 | $50.5M | $50.5M | $0 | 19 | 800 |
| Jul 2017 | $106.7M | $54.1M | $52.6M | 19 | 800 |
| Jun 2017 | $106.7M | $54.1M | $52.6M | 19 | 800 |
| Mar 2017 | $106.3M | $53.5M | $52.8M | 18 | 800 |
| Mar 2016 | $101.2M | $47.2M | $54M | 15 | 800 |
| Mar 2015 | $110.3M | $49.7M | $60.6M | 15 | 700 |
| Mar 2014 | $100.2M | $42.4M | $57.8M | 14 | 700 |
| Mar 2013 | $91.9M | $41.1M | $50.8M | 14 | 700 |
| Mar 2012 | $78.1M | $37.3M | $40.8M | 11 | 500 |
| Jul 2011 | $78.2M | $35.4M | $42.9M | -- | -- |
| Mar 2011 | $78.2M | $35.4M | $42.9M | -- | -- |
| Mar 2009 | $56.4M | $25.2M | $31.1M | -- | -- |
| Mar 2008 | $74.2M | $34.1M | $40.1M | -- | -- |
| Aug 2007 | $64.9M | $31.7M | $33.2M | -- | -- |
| Mar 2007 | $64.9M | $31.7M | $33.2M | -- | -- |
| Jun 2005 | $45.1M | $22M | $23.1M | -- | -- |
| Jul 2004 | $39.3M | $22M | $17.3M | -- | -- |
| Apr 2004 | $39.3M | $22M | $17.3M | -- | -- |
| Nov 2001 | $0 | $0 | $0 | 5 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$88.7M
Discretionary$79.7M
Non-Disc.$9.1M
Employees14
Clients0
DateMar 2025
Total AUM$88.7M
Discretionary$79.7M
Non-Disc.$9.1M
Employees14
Clients0
DateMar 2024
Total AUM$82.4M
Discretionary$75.7M
Non-Disc.$6.7M
Employees18
Clients0
DateOct 2023
Total AUM$75.7M
Discretionary$69.1M
Non-Disc.$6.6M
Employees18
Clients0
DateMar 2023
Total AUM$75.7M
Discretionary$69.1M
Non-Disc.$6.6M
Employees19
Clients0
DateMar 2022
Total AUM$94.3M
Discretionary$86.7M
Non-Disc.$7.6M
Employees19
Clients0
DateFeb 2022
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees19
Clients0
DateDec 2021
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees19
Clients0
DateOct 2018
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees19
Clients0
DateJul 2017
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees19
Clients800
DateJul 2017
Total AUM$106.7M
Discretionary$54.1M
Non-Disc.$52.6M
Employees19
Clients800
DateJun 2017
Total AUM$106.7M
Discretionary$54.1M
Non-Disc.$52.6M
Employees19
Clients800
DateMar 2017
Total AUM$106.3M
Discretionary$53.5M
Non-Disc.$52.8M
Employees18
Clients800
DateMar 2016
Total AUM$101.2M
Discretionary$47.2M
Non-Disc.$54M
Employees15
Clients800
DateMar 2015
Total AUM$110.3M
Discretionary$49.7M
Non-Disc.$60.6M
Employees15
Clients700
DateMar 2014
Total AUM$100.2M
Discretionary$42.4M
Non-Disc.$57.8M
Employees14
Clients700
DateMar 2013
Total AUM$91.9M
Discretionary$41.1M
Non-Disc.$50.8M
Employees14
Clients700
DateMar 2012
Total AUM$78.1M
Discretionary$37.3M
Non-Disc.$40.8M
Employees11
Clients500
DateJul 2011
Total AUM$78.2M
Discretionary$35.4M
Non-Disc.$42.9M
Employees--
Clients--
DateMar 2011
Total AUM$78.2M
Discretionary$35.4M
Non-Disc.$42.9M
Employees--
Clients--
DateMar 2009
Total AUM$56.4M
Discretionary$25.2M
Non-Disc.$31.1M
Employees--
Clients--
DateMar 2008
Total AUM$74.2M
Discretionary$34.1M
Non-Disc.$40.1M
Employees--
Clients--
DateAug 2007
Total AUM$64.9M
Discretionary$31.7M
Non-Disc.$33.2M
Employees--
Clients--
DateMar 2007
Total AUM$64.9M
Discretionary$31.7M
Non-Disc.$33.2M
Employees--
Clients--
DateJun 2005
Total AUM$45.1M
Discretionary$22M
Non-Disc.$23.1M
Employees--
Clients--
DateJul 2004
Total AUM$39.3M
Discretionary$22M
Non-Disc.$17.3M
Employees--
Clients--
DateApr 2004
Total AUM$39.3M
Discretionary$22M
Non-Disc.$17.3M
Employees--
Clients--
DateNov 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--