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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Arruda, Kevin | I | PARTNER & CCO | D | Control |
| Arruda, Kevin | I | PARTNER & CCO | D | Control |
| Arruda, Kevin | I | PARTNER & CCO | D | Control |
| Arruda, Kevin | I | PARTNER & CCO | D | Control |
| Arruda, Kevin | I | PARTNER & CCO | D | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | D | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | D | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | D | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | D | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | D | Control |
| Arruda, Kevin | I | PARTNER | C | Control |
| NEWFIELD, GEORGE, E. | I | PARTNER | C | Control |
| YOOS, THEODORE, RODERICK | I | PARTNER & CCO | C | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (5)
CT MA NH RI TX
Address
10 MALL ROADSUITE 301
BURLINGTON, MA 01803-4131
United States
Phone: 800-527-1238