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Building 2CORNERSTONE MANAGEMENT, INC.

Map pinDULUTH, GA
Phone770-449-7799
NotebookSEC #801-63080
Total AUM
$2.3B
Employees
19
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3237 SATELLITE BLVD
SUITE 400
DULUTH
GA 30096
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
770-449-7799

ReceiptFinancials

Total AUM
$2.3B
Accounts
1,514
Discretionary
$2.3B
Accounts
1,512
Non-Discretionary
$318.8K
Accounts
2

ContactClients

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Individual Clients
143
AUM
$42.2M
HNW Individual Clients
46
AUM
$267.3M
Charitable Organization Clients
97
AUM
$2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAINMONCNENHPASCTNTX

HandshakeAffiliates

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

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