BALIS ENTERPRISES LLC
Doing business as CORNERSTONE PORTFOLIO RESEARCH. SEC Form ADV profile.
Total regulatory AUM
$444,315,128
Discretionary
$444,315,128
Non-discretionary
$0
Firm details
- CRD number
- 315130
- SEC file number
- 801-121634
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.