CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

DAPHNE, Alabama·2 registered advisors·CRD# 124322

SEC# 801-67775251-626-6292

01

Firm Overview

AUM

$61M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

2 registered advisors

Mark Ellis Davidson

DAPHNE, Alabama

Scott Mitchell Koser

DAPHNE, Alabama

05

Office Locations

DAPHNE, Alabama

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Data sourced from SEC Form ADV filings. CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC (CRD# 124322) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.