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CORNERSTONE TRUST MANAGEMENT SERVICES LLC

ALTAMONTE SPRINGS, FL · CRD 170864 · IAPD ↗ · 215-826-2800

$1.08BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2025 — CORNERSTONE TRUST MANAGEMENT SERVICES LLC crossed $1B in regulatory AUM ($999.8M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — CORNERSTONE TRUST MANAGEMENT SERVICES LLC moved its main office from BENSALEM, PA to ALTAMONTE SPRINGS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.