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Building 2WH CORNERSTONE INVESTMENTS INC.

Map pinDUXBURY, MA
Phone(888) 797-9009
NotebookSEC #801-117397
Total AUM
$200M
Employees
6
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 WASHINGTON STREET
DUXBURY
MA 02332
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(888) 797-9009

ReceiptFinancials

Total AUM
$200M
Accounts
393
Discretionary
$200M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$47.4M
HNW Individual Clients
48
AUM
$147.7M
Pension/Profit Sharing Plan Clients
3
AUM
$4.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNY

HandshakeAffiliates

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

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