Investment adviser · CRD 157935

CORNERSTONE WEALTH

Investment adviser filing (IA)

CORNERSTONE FINANCIAL PARTNERS, LLC

HUNTERSVILLE, NC, United States · Form ADV filed Nov 14, 2017

Regulatory AUM
$805M
Form ADV · Item 5.F
Client accounts
4,141
Accounts, not individual clients
Employees
44
Reported in this filing
Advisory professionals
39
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

16810 KENTON DRIVE, SUITE 200
HUNTERSVILLE, NC, 28078, United States

CRD 157935

Filing source

Form ADV 1149628 · Nov 14, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.