1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CORNERSTONE WEALTH STRATEGIES, INC.

Map pinKENNEWICK, WA
Phone509-396-0588
NotebookSEC #801-113703
Total AUM
$1B
Employees
14
Clients
1,095

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8905 W. GAGE BLVD.,
SUITE 110
KENNEWICK
WA 99336
United States
Operating Hours
MONDAY - THURSDAY 8 AM - 5 PM; FRIDAYS 8 AM - 2 PM
Monday - Friday
Phone
509-396-0588

ReceiptFinancials

Total AUM
$1B
Accounts
1,090
Discretionary
$1B
Accounts
1,090
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
794
AUM
$294M
HNW Individual Clients
296
AUM
$677.4M
Charitable Organization Clients
5
AUM
$35.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIIDMTORTXUTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account