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Building 2CORNERSTONE FINANCIAL PLANNING, LLC

Map pinPORTSMOUTH, NH
Phone603-431-1133
NotebookSEC #801-107703
Total AUM
$400.7M
Employees
6
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 GREENLEAF WOODS DR.
SUITE 202
PORTSMOUTH
NH 03801
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
603-431-1133
Other Offices
1

ReceiptFinancials

Total AUM
$400.7M
Accounts
1,025
Discretionary
$398.3M
Accounts
1,004
Non-Discretionary
$2.4M
Accounts
21

ContactClients

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Individual Clients
80
AUM
$32.7M
HNW Individual Clients
167
AUM
$368M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDMENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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