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, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individuals/families and institutional clients and acts as a capital allocator, offering fee arrangements based on a percentage of assets under management as well as fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars. The firm 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
Tamara 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 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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