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Home > Retirement Planners > massachusetts > duxbury > WH CORNERSTONE INVESTMENTS INC.
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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