Overview
Assets Under Management: $377 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,113
Discretionary Accounts: 1,112
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166886
Last Filing Date: 2025-02-23 00:00:00
Website: https://cornerstone4planning.com