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Building 2CORNERSTONE WEALTH PARTNERS, LLC

Map pinOKEMOS, MI
Phone517-381-3450
NotebookSEC #801-129835
Total AUM
$145.9M
Employees
15
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2525 JOLLY ROAD, SUITE 200
OKEMOS
MI 48864
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
517-381-3450
Other Offices
4

ReceiptFinancials

Total AUM
$145.9M
Accounts
1,273
Discretionary
$145.9M
Accounts
1,273
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
429
AUM
$145.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COADVISOR FEES

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAIAILINMDMINCNHNYOHOKPASCTNTXVA

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

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