Overview
Assets Under Management: $306 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 934
Discretionary Accounts: 898
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 129656
Last Filing Date: 2024-05-02 00:00:00
Website: https://cornerstoneplanning.com