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, owner-operated registered investment adviser that provides financial planning and portfolio management for individuals, families, small businesses and institutional clients. The firm is SEC-registered (registration year 2024) and describes itself as a capital allocator that also selects third‑party managers and runs educational seminars and workshops. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. Cornerstone reports being an active ESG investor and lists an accounting affiliation as part of its network.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$102M in ETFs
72%
$73.9M
15%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $6.2M | 66,435 | 6.02% |
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
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