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Building 2CORNERSTONE WEALTH

Map pinHUNTERSVILLE, NC
Phone704-987-3410
NotebookSEC #801-72561
Total AUM
$805.2M
Employees
44
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE
NC 28078
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
704-987-3410
Other Offices
7

ReceiptFinancials

Total AUM
$805.2M
Accounts
4,141
Discretionary
$794.2M
Accounts
4,077
Non-Discretionary
$11M
Accounts
64

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCSC

HandshakeAffiliates

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

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