Cornerstone Trust Management Services LLC is a large advisory firm based in Trevose. It manages $786.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.
Cornerstone Trust Management Services provides investment advisory services to banking institution acting as trustee of cemetery and funeral home trusts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cornerstone Trust Management Services LLC is $786.13 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cornerstone Trust Management Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Robert B Hellman is banking or thrift institutions with 1 clients and $786.13 million of assets under management. Among the 11 most similar advisory firms, Cornerstone Trust Management Services has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $786.13 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Cornerstone Trust Management Services doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert B Hellman has been acting as President since 1 Feb 2014. Allen Royal Freedman joined the executive team most recently as the Director.
The principal office where Cornerstone Trust Management Services LLC performs its advisory services is located at 3600 Horizon Boulevard, Trevose, PA 19053, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-826-2800 or by fax 215-434-7310. The normal business hours are 9:00 a.m. - 5:00 p.m eastern time zone on Monday - Friday.