CORNERSTONE FINANCIAL ADVISORS
CORNERSTONE FINANCIAL ADVISORS of HOUSTON, TX is an SEC-registered investment adviser (CRD 107595). Regulatory assets under management: $28.0M.
Registration
- CRD: 107595
- SEC file number: 801-51736
- Type: Registered investment adviser
- Location: 947 PATTERSON STREET, HOUSTON, TX, 77007-5437
- Phone: 713-980-2989
- Latest filing: 2012-06-22
- Regulatory AUM: $28.0M
- Discretionary AUM: $20.0M
- Non-discretionary AUM: $8.0M
- Clients: 1
- Accounts: 230
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LEDERGERBER MARICELA MARTINEZ | OWNER/PRESIDENT; OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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