CORNERSTONE WEALTH STRATEGIES, INC.
  • CORNERSTONE WEALTH STRATEGIES, INC.

Adviser Profile

As of Date 08/31/2024
Registration status Terminated
ADV Location KENNEWICK, WA, United States
Contact Info 509 xxxxxxx
Websites
AUM* 1,007,243,628 31%
of that, discretionary 1,007,243,628 31%
Number of Employees 14 8%
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 924,077 23%
% High Net Worth 27.03% 28%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 863M 719M 576M 432M 288M 144M
2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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