CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD #140967 SEC #801-130130 BURLINGTON, MA 800-527-1238
SEC Registered
Total AUM
$135.2M
Discretionary
$133.7M
Employees
7
Clients
51
Accounts
393
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $135.2M | $133.7M | $1.5M | 7 | 0 |
| Oct 2025 | $135.2M | $133.7M | $1.5M | 7 | 0 |
| Sep 2025 | $135.2M | $133.7M | $1.5M | 7 | 0 |
| Mar 2025 | $135.2M | $133.7M | $1.5M | 4 | 0 |
| Mar 2024 | $113.9M | $111.5M | $2.4M | 3 | 0 |
DateDec 2025
Total AUM$135.2M
Discretionary$133.7M
Non-Disc.$1.5M
Employees7
Clients0
DateOct 2025
Total AUM$135.2M
Discretionary$133.7M
Non-Disc.$1.5M
Employees7
Clients0
DateSep 2025
Total AUM$135.2M
Discretionary$133.7M
Non-Disc.$1.5M
Employees7
Clients0
DateMar 2025
Total AUM$135.2M
Discretionary$133.7M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2024
Total AUM$113.9M
Discretionary$111.5M
Non-Disc.$2.4M
Employees3
Clients0