8 Greenleaf Woods Dr.
Suite 202
Portsmouth, New Hampshire 3801
Tel: 603-431-1133
CORNERSTONE FINANCIAL PLANNING, LLC, formally registered with the SEC as CORNERSTONE FINANCIAL PLANNING, LLC. The firm was established in 04/27/2016. They have over 3 offices throughout the country.
CORNERSTONE FINANCIAL PLANNING, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $254,201,637 assets under management, offering retirement planning & investment advisory services to 902 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129656 |
SEC# | 801-107703 |
Assets Managed by Firm | $254,201,637 |
No. of Clients | 902 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 902 | $254,201,637 |
Individuals (other than high net worth individuals) | 106 | $46,288,947 |
High net worth individuals | 111 | $207,912,690 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$4,059,119,000 | 50 | 24 | |
$2,888,383,638 | 1862 | 43 | |
$2,394,519,530 | 1814 | 34 |
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