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Home > Retirement Planners > georgia > duluth > CORNERSTONE MANAGEMENT, INC.
CORNERSTONE MANAGEMENT, INC.
3237 Satellite Blvd
Suite 400
Duluth, Georgia 30096
Tel: 770-449-7799
About CORNERSTONE MANAGEMENT, INC.
CORNERSTONE MANAGEMENT, INC, formally registered with the SEC as CORNERSTONE MANAGEMENT, INC. The firm was established in 05/11/2004. They have over 1 offices throughout the country.
CORNERSTONE MANAGEMENT, INC. is a Duluth, Georgia based Financial Planning firm with nearly $1,674,073,830 assets under management, offering retirement planning & investment advisory services to 1457 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125828 |
| SEC# | 801-63080 |
| Assets Managed by Firm | $1,674,073,830 |
| No. of Clients | 1457 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1457 | $1,674,073,830 |
| Individuals (other than high net worth individuals) | 155 | $47,772,098 |
| High net worth individuals | 38 | $212,932,595 |
| Charitable organizations | 85 | $1,413,369,137 |
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