Overview
Assets Under Management: $1.0 billion
Headquarters: KENNEWICK, WA
High-Net-Worth Clients: 296
Average Client Assets: $2.3 million
Frequently Asked Questions
CORNERSTONE WEALTH STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297491), CORNERSTONE WEALTH STRATEGIES, INC. is subject to fiduciary duty under federal law.
CORNERSTONE WEALTH STRATEGIES, INC. is headquartered in KENNEWICK, WA.
CORNERSTONE WEALTH STRATEGIES, INC. serves 296 high-net-worth clients according to their SEC filing dated January 22, 2024. View client details ↓
According to their SEC Form ADV, CORNERSTONE WEALTH STRATEGIES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CORNERSTONE WEALTH STRATEGIES, INC. manages $1.0 billion in client assets according to their SEC filing dated January 22, 2024.
According to their SEC Form ADV, CORNERSTONE WEALTH STRATEGIES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.25%
Average Client Assets: $2.3 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,090
Regulatory Filings
CRD Number: 297491
Filing ID: 1815784
Last Filing Date: 2024-01-22 12:46:00