CORNERSTONE WEALTH MANAGEMENT LLC
CRD #119560 SEC #801-67419 BOSTON, MA 617-536-2040
SEC Registered
Total AUM
$54.1M
Discretionary
$53.9M
Employees
1
Clients
--
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $54.1M | $53.9M | $260K | 1 | 26 |
| Jun 2012 | $54.1M | $53.9M | $260K | 1 | 26 |
| Apr 2012 | $54.1M | $53.9M | $260K | 1 | 26 |
| Jan 2012 | $54.1M | $53.9M | $260K | 1 | 26 |
| Jan 2008 | $42.3M | $40.3M | $2M | 5 | -- |
| Jun 2007 | $36.1M | $32.6M | $3.5M | 5 | -- |
| Jan 2007 | $36.1M | $32.6M | $3.5M | 5 | -- |
| Dec 2006 | $35.9M | $32.1M | $3.8M | 5 | -- |
DateJun 2012
Total AUM$54.1M
Discretionary$53.9M
Non-Disc.$260K
Employees1
Clients26
DateJun 2012
Total AUM$54.1M
Discretionary$53.9M
Non-Disc.$260K
Employees1
Clients26
DateApr 2012
Total AUM$54.1M
Discretionary$53.9M
Non-Disc.$260K
Employees1
Clients26
DateJan 2012
Total AUM$54.1M
Discretionary$53.9M
Non-Disc.$260K
Employees1
Clients26
DateJan 2008
Total AUM$42.3M
Discretionary$40.3M
Non-Disc.$2M
Employees5
Clients--
DateJun 2007
Total AUM$36.1M
Discretionary$32.6M
Non-Disc.$3.5M
Employees5
Clients--
DateJan 2007
Total AUM$36.1M
Discretionary$32.6M
Non-Disc.$3.5M
Employees5
Clients--
DateDec 2006
Total AUM$35.9M
Discretionary$32.1M
Non-Disc.$3.8M
Employees5
Clients--