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CORNERSTONE MANAGEMENT, INC.
CRD 125828 · SEC 801-63080
3237 SATELLITE BLVD, SUITE 400, DULUTH, GA, 30096, United States
Phone
770-449-7799
Fax
770-449-7050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.29B
Discretionary AUM
$2.29B
Team
19 total employees; 9 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $42.2M |
| High net worth individuals | 46 | $267.3M |
| Charitable organizations | 97 | $1.98B |
States served
CA, GA, IN, NE, NC, PA, SC, TN, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD