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Building 2CORNERSTONE WEALTH MANAGEMENT GROUP

Map pinGREENEVILLE, TN
Phone423-588-7151
NotebookSEC #801-123282
Total AUM
$284.7M
Employees
6
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517 N. MAIN STREET
SUITE A
GREENEVILLE
TN 37745
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
423-588-7151

ReceiptFinancials

Total AUM
$284.7M
Accounts
1,425
Discretionary
$265.6M
Accounts
1,312
Non-Discretionary
$19.1M
Accounts
113

ContactClients

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Individual Clients
503
AUM
$150.3M
HNW Individual Clients
64
AUM
$115.2M
Pension/Profit Sharing Plan Clients
5
AUM
$14.8M
Charitable Organization Clients
7
AUM
$4.3M
Other Clients
3
AUM
$120.3K
Description of Other Clients
UNASSIGNED

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
FLNCSCTN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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