CRD: 129164
Cornerstone Investment Services
$62.5M Total AUM
$62.5M Disc. AUM
-- 3Y CAGR
3 Employees
82 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1999
- Office Locations
- 3
Office Locations
245 Waterman AVE STE 301 Providence RI
245 Waterman Street Suite 301 Providence RI
-- -- --
About Cornerstone Investment Services
Cornerstone Investment Services is a Providence, RI advisory firm serving retail investors—especially retirees—with financial planning and portfolio management, including estate and insurance planning. Portfolios emphasize ETFs, index funds and fixed income, guided by asset allocation and risk management, with annuities used when appropriate. The practice is Schwab-custodied.
Team overview
66 AVG AGE
$31.3M AVG AUM / ADVISOR
$762.6K AVG AUM / CLIENT
17.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES SIMMONS
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
J
JOHN JAMES RILEY
Broker, Chief Compliance Officer
- CRD
- #1445860
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Michael C Curtis
Investment Advisor Representative
- CRD
- #1452785
Available
Available
Available
J
John James Riley
--
- CRD
- #8224611
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,531,641 | $141,746 |
| Non-Discretionary | $0 | -- |
| Total | $62,531,641 | $141,746 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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