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CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD 140967 · SEC 801-130130
10 MALL ROAD, SUITE 301, BURLINGTON, MA, 01803-4131, United States
Phone
800-527-1238
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.0M
Discretionary AUM
$165.3M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $25.7M |
| High net worth individuals | 49 | $139.9M |
| Charitable organizations | 7 | $1.4M |
States served
MA, RI, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD