CORNERSTONE FINANCIAL MANAGEMENT LLC
  • CORNERSTONE FINANCIAL MANAGEMENT LLC
  • CORNERSTONE FINANCIAL MANAGEMENT
  • CORNERSTONE FINANCIAL MANAGEMENT, LLC

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Adviser Profile

As of Date 03/31/2024
Registration status Registration Changed to CORNERSTONE FINANCIAL MANAGEMENT LLC
ADV Location BURLINGTON, MA, United States
Contact Info 800 xxxxxxx
Websites
AUM* 79,829,639
of that, discretionary 78,446,104
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 279,125
% High Net Worth 44.71%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees