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Cornerstone Professional Advisor Services, LLC

Cornerstone Professional Advisor Services, LLC. CRD 115122

Cornerstone Professional Advisor Services, LLC logo

CRD: 115122

Cornerstone Professional Advisor Services, LLC

Garden City, NY, 11530
5164081160
www.cpasllc.com
$110.3M Total AUM
$99.4M Disc. AUM
-- 3Y CAGR
14 Employees
366 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
--
Established Date
06-05-2002
Office Locations
4

Office Locations

148 Madison Avenue 15th Floor NEW York NY
31 Schanck Road Suite D Freehold NJ
860 East River Place Suite 200 Jackson MS

About Cornerstone Professional Advisor Services, LLC

Cornerstone Professional Advisor Services is a CPA-led advisory firm based in Garden City, NY providing comprehensive financial planning and wealth management, including retirement, estate and education planning, insurance analysis, and business succession. Portfolios emphasize asset allocation using vehicles such as ETFs, mutual funds, and fixed income. Custody is reported with SEI.

Team overview

66 AVG AGE
$36.8M AVG AUM / ADVISOR
$301.3K AVG AUM / CLIENT
11.9 yrs AVG TENURE
14 Employees
3 Advisory Reps
4 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Vector

Client Personas

Momentum atlas Matrix

Custodian

Fusion

Investment Themes

Vector

Investment Vehicles

Vector pathway Harbor

Services

Pathway wave Legacy optima Legacy insight Pioneer pathway Catalyst focus Crest Foundation Vertex

Owner & Executives

A

ALFONSO GEORGE FIGLIOLIA

Advisor

CRD
#863524
Ownership
50% but less than 75%
(477) 310-5801
glacier.vital@bridgecapital.com
in linkedin.com/in/vector-unison
S

STEVEN MADONNA

Investment Advisor

CRD
#4449047
Ownership
50% but less than 75%
(311) 863-6313
glacier.element@timbercapital.com
in linkedin.com/in/beacon-glacier
H

Horizon glacier

Oak beacon momentum

CRD
#26820
Ownership
43.0%
(294) 243-8712
peak.horizon@matrixcapital.com
in linkedin.com/in/optima-bridge

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Contacts

H

HOLLY ANN LUNDBERG MS

Advisor

CRD
#1012404
(940) 255-8741
legacy.vector@radialcapital.com
in linkedin.com/in/horizon-zenith
W

WILKINS HENRY MONTGOMERY III

Advisor

CRD
#1236243
(917) 757-3072
value.ridge@insightcapital.com
in linkedin.com/in/capital-value
S

Signal crest

Beacon vector glacier

CRD
#87279
(379) 462-3837
timber.matrix@peakcapital.com
in linkedin.com/in/wave-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-14-2022
10-23-2023
03-28-2024
04-02-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $99,417,058 $224,925
Non-Discretionary $10,852,699 $775,193
Total $110,269,757 $241,820

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Separately Managed Accounts

Total SMA Asset: $110,269,757

$110.3M Total SMA
Public Funds:
29.8%
Cash:
19.1%
Equity - Exchange:
13.5%
U.S. Government/Agency:
27.1%
Corporate - Investment Grade:
10.5%
Asset class Assets Assets %
Public Funds $1,778,910,802 29.8%
Cash $1,140,174,373 19.1%
Equity - Exchange $805,882,410 13.5%
U.S. Government/Agency $1,617,734,320 27.1%
Corporate - Investment Grade $626,797,432 10.5%
Total $5,969,499,337 100.0%

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