Overview
Assets Under Management: $181 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
WH CORNERSTONE INVESTMENTS 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 #119725), WH CORNERSTONE INVESTMENTS INC. is subject to fiduciary duty under federal law.
WH CORNERSTONE INVESTMENTS INC. is headquartered in DUXBURY, MA.
WH CORNERSTONE INVESTMENTS INC. serves 48 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WH CORNERSTONE INVESTMENTS INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WH CORNERSTONE INVESTMENTS INC. manages $181 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WH CORNERSTONE INVESTMENTS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 396
Discretionary Accounts: 388
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 119725
Last Filing Date: 2025-02-18 00:00:00
Website: https://whcornerstone.com