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Building 2CORNERSTONE FINANCIAL

Map pinATLANTA, GA
Phone404-874-3111
NotebookSEC #801-135811
Total AUM
$118M
Employees
3
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 14TH STREET NW
ATLANTA
GA 30318
United States
Operating Hours
8-4
Monday - Friday
Phone
404-874-3111
Other Offices
1

ReceiptFinancials

Total AUM
$118M
Accounts
313
Discretionary
$0
Accounts
0
Non-Discretionary
$118M
Accounts
313

ContactClients

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Individual Clients
141
AUM
$28M
HNW Individual Clients
59
AUM
$90M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANC

HandshakeAffiliates

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

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