Overview
Assets Under Management: $181 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
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