CORNERSTONE INVESTMENT SERVICES LLC
Legal name: CORNERSTONE INVESTMENT SERVICES
CRD #129164 SEC #801-66355 PROVIDENCE, RI 401-453-5550
SEC Registered
Total AUM
$65.6M
Discretionary
$65.6M
Employees
6
Clients
0
Accounts
463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Jul 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Jun 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Jun 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Jun 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Jun 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| May 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Apr 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Apr 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Apr 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Apr 2012 | $65.6M | $65.6M | $0 | 6 | 256 |
| Mar 2012 | $73M | $73M | $0 | 6 | 256 |
| Mar 2012 | $73M | $73M | $0 | 6 | 256 |
| Mar 2012 | $73M | $73M | $0 | 6 | 256 |
| Dec 2011 | $69M | $69M | $0 | 6 | 101 |
| Mar 2011 | $104M | $74.7M | $29.3M | 10 | -- |
| Feb 2011 | $104M | $74.7M | $29.3M | 10 | -- |
| Apr 2009 | $57M | $50M | $7M | 10 | -- |
| Apr 2007 | $40M | $40M | $0 | 10 | -- |
| Feb 2007 | $40M | $40M | $0 | 10 | -- |
| Nov 2006 | $30.3M | $30.3M | $0 | 10 | -- |
| Feb 2006 | $30.3M | $30.3M | $0 | 10 | -- |
DateAug 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateJul 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateJun 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateJun 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateJun 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateJun 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateMay 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateApr 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateApr 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateApr 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateApr 2012
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees6
Clients256
DateMar 2012
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees6
Clients256
DateMar 2012
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees6
Clients256
DateMar 2012
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees6
Clients256
DateDec 2011
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees6
Clients101
DateMar 2011
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees10
Clients--
DateFeb 2011
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees10
Clients--
DateApr 2009
Total AUM$57M
Discretionary$50M
Non-Disc.$7M
Employees10
Clients--
DateApr 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--