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Austin Kyongwon So

CORNERSTONE TRUST MANAGEMENT SERVICES LLC·BENSALEM, Pennsylvania
Unclaimed Profile
3331 STREET ROAD, BENSALEM, PA 19020CRD# 6691460Firm CRD# 170864
01

About

Austin Kyongwon So is a registered financial advisor based in BENSALEM, Pennsylvania, affiliated with CORNERSTONE TRUST MANAGEMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
AUM
$1000M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CORNERSTONE TRUST MANAGEMENT SERVICES LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6691460
Firm CRD# 170864
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Austin Kyongwon So offer?
Austin Kyongwon So specializes in Fee-Only Advisory. Contact their office in BENSALEM, Pennsylvania for a consultation.
What are Austin Kyongwon So's credentials?
Austin Kyongwon So is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin Kyongwon So located?
Austin Kyongwon So is based in BENSALEM, Pennsylvania, working with CORNERSTONE TRUST MANAGEMENT SERVICES LLC. Their office serves clients in the BENSALEM metropolitan area and surrounding communities.
How does Austin Kyongwon So charge for services?
Austin Kyongwon So's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE TRUST MANAGEMENT SERVICES LLC?
CORNERSTONE TRUST MANAGEMENT SERVICES LLC has approximately 3 employees and manages $1000M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
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PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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