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 operates as an independent, SEC-registered registered investment adviser that serves both individual/family and institutional clients. The firm bills clients using a mix of percentage-of-AUM and fixed fees and describes itself as a capital allocator. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and educational seminars. Cornerstone identifies as an active ESG investor and lists an accountant among its industry affiliations.
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 4
Theodore Yoos
Partner, Senior Wealth ManagerCRD 4573507
Kevin Arruda
Partner, Wealth ManagerCRD 5356913
George Newfield
Partner, Wealth ManagerCRD 5540958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$103M in ETFs
73%
$74.4M
15%
$28.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $6.1M | 37,580 | 5.99% |
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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