CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CRD #170864 SEC #801-79734 ALTAMONTE SPRINGS, FL 215-826-2800
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$0
Employees
3
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $0 | $1.2B | 3 | 0 |
| Mar 2025 | $999.8M | $0 | $999.8M | 3 | 0 |
| Mar 2024 | $999.8M | $0 | $999.8M | 3 | 0 |
| Mar 2024 | $1B | $0 | $1B | 3 | 0 |
| Mar 2023 | $1B | $0 | $1B | 3 | 0 |
| Mar 2022 | $876.4M | $0 | $876.4M | 3 | 0 |
| Feb 2022 | $876.4M | $0 | $876.4M | 3 | 0 |
| Feb 2022 | $824.3M | $0 | $824.3M | 3 | 0 |
| Mar 2021 | $824.3M | $0 | $824.3M | 3 | 0 |
| Feb 2021 | $783M | $0 | $783M | 3 | 0 |
| Mar 2020 | $783M | $0 | $783M | 3 | 0 |
| Mar 2019 | $786.1M | $0 | $786.1M | 3 | 0 |
| Mar 2018 | $811.8M | $0 | $811.8M | 3 | 0 |
| Apr 2017 | $796.2M | $0 | $796.2M | 3 | 1 |
| Mar 2017 | $796.2M | $0 | $796.2M | 3 | 1 |
| Aug 2016 | $762.5M | $0 | $762.5M | 3 | 1 |
| Jun 2016 | $762.5M | $0 | $762.5M | 3 | 1 |
| Mar 2016 | $762.5M | $0 | $762.5M | 3 | 1 |
| Mar 2015 | $829.9M | $0 | $829.9M | 3 | 1 |
| May 2014 | $718.1M | $0 | $718.1M | 3 | 1 |
DateMar 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees3
Clients0
DateMar 2025
Total AUM$999.8M
Discretionary$0
Non-Disc.$999.8M
Employees3
Clients0
DateMar 2024
Total AUM$999.8M
Discretionary$0
Non-Disc.$999.8M
Employees3
Clients0
DateMar 2024
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees3
Clients0
DateMar 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees3
Clients0
DateMar 2022
Total AUM$876.4M
Discretionary$0
Non-Disc.$876.4M
Employees3
Clients0
DateFeb 2022
Total AUM$876.4M
Discretionary$0
Non-Disc.$876.4M
Employees3
Clients0
DateFeb 2022
Total AUM$824.3M
Discretionary$0
Non-Disc.$824.3M
Employees3
Clients0
DateMar 2021
Total AUM$824.3M
Discretionary$0
Non-Disc.$824.3M
Employees3
Clients0
DateFeb 2021
Total AUM$783M
Discretionary$0
Non-Disc.$783M
Employees3
Clients0
DateMar 2020
Total AUM$783M
Discretionary$0
Non-Disc.$783M
Employees3
Clients0
DateMar 2019
Total AUM$786.1M
Discretionary$0
Non-Disc.$786.1M
Employees3
Clients0
DateMar 2018
Total AUM$811.8M
Discretionary$0
Non-Disc.$811.8M
Employees3
Clients0
DateApr 2017
Total AUM$796.2M
Discretionary$0
Non-Disc.$796.2M
Employees3
Clients1
DateMar 2017
Total AUM$796.2M
Discretionary$0
Non-Disc.$796.2M
Employees3
Clients1
DateAug 2016
Total AUM$762.5M
Discretionary$0
Non-Disc.$762.5M
Employees3
Clients1
DateJun 2016
Total AUM$762.5M
Discretionary$0
Non-Disc.$762.5M
Employees3
Clients1
DateMar 2016
Total AUM$762.5M
Discretionary$0
Non-Disc.$762.5M
Employees3
Clients1
DateMar 2015
Total AUM$829.9M
Discretionary$0
Non-Disc.$829.9M
Employees3
Clients1
DateMay 2014
Total AUM$718.1M
Discretionary$0
Non-Disc.$718.1M
Employees3
Clients1