WH CORNERSTONE INVESTMENTS INC.

11 Washington Street
Duxbury, Massachusetts 02332
Tel: (888) 797-9009

About WH CORNERSTONE INVESTMENTS INC.

WH CORNERSTONE INVESTMENTS INC, formally registered with the SEC as WH CORNERSTONE INVESTMENTS INC. The firm was established in 09/26/2019. They have over 1 offices throughout the country.

WH CORNERSTONE INVESTMENTS INC. is a Duxbury, Massachusetts based Financial Planning firm with nearly $180,932,611 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119725
SEC#	801-117397
Assets Managed by Firm	$180,932,611
No. of Clients	396
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	396	$180,932,611
Individuals (other than high net worth individuals)	102	$38,816,310
High net worth individuals	48	$137,519,349
Pension and profit sharing plans	3	$4,596,952

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