Sign in
Create a free account
CORNERSTONE WEALTH
HUNTERSVILLE, NC
704-987-3410
SEC #801-112164Total AUM
$2.5B
Employees
50Clients
2,513Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE
NC 28078
United States
SUITE 200
HUNTERSVILLE
NC 28078
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
704-987-3410
Other Offices
7
Financials
Total AUM
$2.5B
Accounts
2,274Discretionary
$2.5B
Accounts
2,274Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,054AUM
$988.5M
HNW Individual Clients
319AUM
$1.5B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
29AUM
$17.3M
Other Clients
104AUM
$27.5M
Description of Other Clients
RIA MAN ANNUITIES
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
ALAZCACODCFLGAILINKSLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.