Cornerstone Financial Management LLC
Cornerstone Financial Management LLC (CRD# 140967) is a financial advisory firm headquartered in Burlington, MA. They manage $113,877,241 in 364 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management114MILLION
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Total Number of Accounts364ACCOUNTS
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Average Account Value$312,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, MA, RI, TX
Theodore Yoos (CRD# 4573507) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has 1 year of experience in the finance industry.
Kevin Arruda (CRD# 5356913) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has over 16 years of experience in the finance industry.
George Newfield (CRD# 5540958) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has over 15 years of experience in the finance industry.