Overview
Assets Under Management: $292 million
Headquarters: EASTON, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
FIVE CORNERS FINANCIAL SERVICES 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 #338120), FIVE CORNERS FINANCIAL SERVICES is subject to fiduciary duty under federal law.
FIVE CORNERS FINANCIAL SERVICES is headquartered in EASTON, MA.
FIVE CORNERS FINANCIAL SERVICES serves 95 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, FIVE CORNERS FINANCIAL SERVICES offers financial planning and portfolio management for individuals. View all service details ↓
FIVE CORNERS FINANCIAL SERVICES manages $292 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, FIVE CORNERS FINANCIAL SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 338120
Filing ID: 2042668
Last Filing Date: 2026-01-20 17:45:48