CORNERSTONE RETIREMENT GROUP, INC.
Legal name: CORNERSTONE
CRD #157861 SEC #801-109991 RENO, NV 775-853-9033
SEC Registered
Total AUM
$364.4M
Discretionary
$364.4M
Employees
11
Clients
0
Accounts
1,344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $364.4M | $364.4M | $0 | 11 | 0 |
| Oct 2022 | $571.6M | $571.6M | $0 | 10 | 0 |
| Feb 2022 | $571.6M | $571.6M | $0 | 10 | 0 |
| May 2021 | $447.4M | $447.4M | $0 | 8 | 0 |
| Mar 2021 | $447.4M | $447.4M | $0 | 8 | 0 |
| Jun 2020 | $341.3M | $341.3M | $0 | 9 | 1 |
| Mar 2020 | $341.3M | $341.3M | $0 | 9 | 1 |
| Feb 2020 | $217.5M | $217.5M | $0 | 9 | 1 |
| Aug 2019 | $217.5M | $217.5M | $0 | 9 | 1 |
| Jan 2019 | $217.5M | $217.5M | $0 | 9 | 1 |
| Nov 2018 | $191M | $191M | $0 | 9 | 1 |
| Feb 2018 | $191M | $191M | $0 | 9 | 1 |
| Feb 2018 | $191M | $191M | $0 | 9 | 1 |
| Feb 2018 | $170.8M | $170.8M | $0 | 7 | 1 |
| Jan 2018 | $170.8M | $170.8M | $0 | 7 | 1 |
| Jan 2018 | $170.8M | $170.8M | $0 | 7 | 1 |
| Oct 2017 | $170.8M | $170.8M | $0 | 7 | 1 |
| Jul 2017 | $113.4M | $113.4M | $0 | 7 | 362 |
| Apr 2017 | $113.4M | $113.4M | $0 | 7 | 362 |
| Feb 2017 | $113.4M | $113.4M | $0 | 7 | 362 |
DateMar 2023
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees11
Clients0
DateOct 2022
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$447.4M
Discretionary$447.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$447.4M
Discretionary$447.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$341.3M
Discretionary$341.3M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$341.3M
Discretionary$341.3M
Non-Disc.$0
Employees9
Clients1
DateFeb 2020
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees9
Clients1
DateAug 2019
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees9
Clients1
DateJan 2019
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees9
Clients1
DateNov 2018
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees9
Clients1
DateFeb 2018
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees9
Clients1
DateFeb 2018
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees9
Clients1
DateFeb 2018
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients1
DateJan 2018
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients1
DateJan 2018
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients1
DateOct 2017
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients1
DateJul 2017
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees7
Clients362
DateApr 2017
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees7
Clients362
DateFeb 2017
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees7
Clients362