BALIS ENTERPRISES LLC
DBA: CORNERSTONE PORTFOLIO RESEARCH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $444.3M |
| Discretionary | $444.3M100% of AUM |
| Client Accounts | 1,338 |
| Avg Account Size | $332K |
| Employees | 8 |
| Peak AUM | $1.85BFeb 2025 |
AUM by Client Type
Total AUM
$444M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $444M | 76.0% | +5.9% | — | |
| Discretionary AUM | $444M | ||||
Key Metrics
| Total AUM | $444.3M |
| Discretionary | $444.3M |
| Employees | 8 |
| Client Accounts | 1338 |
Contact & Location
Phone
484-631-3684
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$444M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported