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CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CRD 170864 · SEC 801-79734
955 KELLER ROAD, SUITE 1500, ALTAMONTE SPRINGS, FL, 32714, United States
Phone
215-826-2800
Fax
215-826-2852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
INVESTMENT ADVISORY SERVICES TO BANKING INSTITUTION ACTING AS TRUSTEE OF CEMETERY AND FUNERAL HOME TRUSTS
States served
FL
Official SEC filing: View on IAPD