KORNERSTONE, INC.
CRD #170687 SEC #801-112845 CHICO, CA 530-343-4015
SEC Registered
Total AUM
$573.5M
Discretionary
$568M
Employees
4
Clients
0
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $573.5M | $568M | $5.5M | 4 | 0 |
| May 2021 | $468.8M | $468.3M | $509.2K | 4 | 0 |
| Mar 2021 | $468.8M | $468.3M | $509.2K | 4 | 0 |
| Sep 2020 | $398.6M | $398.1M | $488.4K | 4 | 0 |
| Jun 2020 | $407.6M | $407.2M | $401K | 5 | 0 |
| Mar 2020 | $407.6M | $407.2M | $401K | 5 | 0 |
| Dec 2019 | $259.9M | $258.5M | $1.4M | 5 | 0 |
| Mar 2019 | $259.9M | $258.5M | $1.4M | 5 | 0 |
| May 2018 | $170.1M | $170.1M | $0 | 3 | 0 |
| Mar 2018 | $170.1M | $170.1M | $0 | 3 | 0 |
DateMar 2022
Total AUM$573.5M
Discretionary$568M
Non-Disc.$5.5M
Employees4
Clients0
DateMay 2021
Total AUM$468.8M
Discretionary$468.3M
Non-Disc.$509.2K
Employees4
Clients0
DateMar 2021
Total AUM$468.8M
Discretionary$468.3M
Non-Disc.$509.2K
Employees4
Clients0
DateSep 2020
Total AUM$398.6M
Discretionary$398.1M
Non-Disc.$488.4K
Employees4
Clients0
DateJun 2020
Total AUM$407.6M
Discretionary$407.2M
Non-Disc.$401K
Employees5
Clients0
DateMar 2020
Total AUM$407.6M
Discretionary$407.2M
Non-Disc.$401K
Employees5
Clients0
DateDec 2019
Total AUM$259.9M
Discretionary$258.5M
Non-Disc.$1.4M
Employees5
Clients0
DateMar 2019
Total AUM$259.9M
Discretionary$258.5M
Non-Disc.$1.4M
Employees5
Clients0
DateMay 2018
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees3
Clients0