Investment adviser · CRD 119560

CORNERSTONE WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Jun 18, 2012

Regulatory AUM
$54.1M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 18, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

262 BEACON ST., 6TH FLOOR
BOSTON, MA, 02116, United States

CRD 119560

Filing source

Form ADV 653678 · Jun 18, 2012 · 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.