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FINANCIAL CORNERSTONES, LLC
CRD 305120 · SEC 801-117435
9400 GROGANS MILL RD., SUITE 225, THE WOODLANDS, TX, 77380, United States
Phone
832-400-2400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.0M
Discretionary AUM
$81.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $11.7M |
| High net worth individuals | 29 | $69.2M |
All web addresses on file
- HTTPS://WWW.FINANCIAL-CORNERSTONES.COM
- https://www.facebook.com/FinancialCornerstones/
- https://www.youtube.com/channel/UCkGNLFVSc2_VQsPy2qNzf5w
- HTTPS://WWW.LINKEDIN.COM/IN/MARK-LASSEIGNE-5259A53A/
- https://www.linkedin.com/company/financial-cornerstones
- https://wealthtender.com/financial-advisors/mark-lasseigne-cfp-cmt-cka
Official SEC filing: View on IAPD