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Building 2CORNERSTONE FINANCIAL MANAGEMENT LLC

Map pinBURLINGTON, MA
Phone800-527-1238
NotebookSEC #801-130130
Total AUM
$167M
Employees
7
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 MALL ROAD
SUITE 301
BURLINGTON
MA 01803-4131
United States
Operating Hours
10:00 AM - 6:00 PM
Monday - Friday
Phone
800-527-1238
Other Offices
2

ReceiptFinancials

Total AUM
$167M
Accounts
444
Discretionary
$165.3M
Accounts
443
Non-Discretionary
$1.7M
Accounts
1

ContactClients

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Individual Clients
52
AUM
$25.7M
HNW Individual Clients
49
AUM
$139.9M
Charitable Organization Clients
7
AUM
$1.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANHRITX

HandshakeAffiliates

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

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