C
$5.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
14 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2012
- Office Locations
- 1
Office Locations
960 Sheridan AVE Suite B Shreveport LA
About Cornerstone Investment Advisors Group, LLC
Cornerstone Investment Advisors Group, LLC is a Shreveport-based RIA. The firm has been operating for 14 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Apex.
Team overview
65 AVG AGE
$5.7M AVG AUM / ADVISOR
$190.0K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LEONARD GRESENS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1455635
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,701,078 | -- |
| Total | $5,701,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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