CORNERSTONE FINANCIAL MANAGEMENT LLC
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 140967
- Registered since
- April 30, 2024
- Website
- www.cornerstonefm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.78%
- Individuals15.37%
- Charitable Organizations0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cornerstone Financial Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm operates as an individual-owned RIA that serves both individual and family clients as well as institutional accounts. Its business model blends percentage-of-AUM billing with fixed fees, and the firm functions as a capital allocator—selecting and allocating to third-party managers alongside direct portfolio management. Listed advisory services include financial planning, portfolio management for individuals and small businesses, institutional portfolio management, manager selection, and educational seminars. The firm identifies as an active ESG investor and maintains an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities12%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Contacts
3 of 4TAMARA NOTARIANNI
Client Service AssociateCRD 7529060
THEODORE YOOS
Partner, Senior Wealth ManagerCRD 4573507
Kevin Arruda
Partner, Wealth ManagerCRD 5356913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$95M in ETFs
72%
$68.8M
16%
$26.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $5.5M | 93,920 | 5.79% |
Location
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 10 Mall Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SPRING LAKE EQUITY GP LLC
RIABURLINGTON, MA
ALCION VENTURES, L.P.
RIABURLINGTON, MA
ARCADIA FUNDS
RIABURLINGTON, MA
RISK PARADIGM GROUP, LLC
RIABURLINGTON, MA
NEFPG
RIABURLINGTON, MA
CHARLES RIVER WEALTH MANAGEMENT, LLC
RIABURLINGTON, MA