CORNERSTONE FINANCIAL PARTNERS, LLC
Legal name: CORNERSTONE WEALTH
CRD #157935 SEC #801-72561 HUNTERSVILLE, NC 704-987-3410
SEC Registered
Total AUM
$805.2M
Discretionary
$794.2M
Employees
49
Clients
1
Accounts
4,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2017 | $805.2M | $794.2M | $11M | 44 | 41 |
| Aug 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Aug 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Jun 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Jun 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Apr 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Mar 2017 | $805.2M | $794.2M | $11M | 49 | 4,141 |
| Jan 2017 | $612.5M | $605.8M | $6.8M | 37 | 3,200 |
| Oct 2016 | $612.5M | $605.8M | $6.8M | 37 | 3,200 |
| Jul 2016 | $612.5M | $605.8M | $6.8M | 37 | 3,200 |
| Apr 2016 | $612.5M | $605.8M | $6.8M | 37 | 3,200 |
| Mar 2016 | $612.5M | $605.8M | $6.8M | 37 | 3,200 |
| Oct 2015 | $779.9M | $777.5M | $2.4M | 38 | 3,000 |
| Aug 2015 | $779.9M | $777.5M | $2.4M | 38 | 3,000 |
| May 2015 | $779.9M | $777.5M | $2.4M | 38 | 3,000 |
| Apr 2015 | $779.9M | $777.5M | $2.4M | 38 | 3,000 |
| Mar 2015 | $779.9M | $777.5M | $2.4M | 38 | 3,000 |
| Oct 2014 | $738.2M | $736.4M | $1.8M | 20 | 2,000 |
| Oct 2014 | $738.2M | $736.4M | $1.8M | 20 | 2,000 |
| Aug 2014 | $738.2M | $736.4M | $1.8M | 20 | 2,000 |
| Jul 2014 | $738.2M | $736.4M | $1.8M | 20 | 2,000 |
| Jul 2014 | $400.5M | $398.7M | $1.8M | 20 | 2,000 |
| May 2014 | $400.5M | $398.7M | $1.8M | 20 | 2,000 |
| Mar 2014 | $400.5M | $398.7M | $1.8M | 20 | 2,000 |
| Aug 2013 | $600M | $500M | $100M | 20 | 2,000 |
| Jul 2013 | $600M | $500M | $100M | 20 | 2,000 |
| May 2013 | $600M | $500M | $100M | 20 | 2,000 |
| Feb 2013 | $600M | $500M | $100M | 20 | 2,000 |
| Nov 2012 | $255.2M | $250M | $5.2M | 20 | 1,100 |
| Mar 2012 | $255.2M | $250M | $5.2M | 6 | 1,100 |
| Nov 2011 | $231M | $225M | $6M | 6 | 0 |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
DateNov 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees44
Clients41
DateAug 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateAug 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateJun 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateJun 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateApr 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateMar 2017
Total AUM$805.2M
Discretionary$794.2M
Non-Disc.$11M
Employees49
Clients4,141
DateJan 2017
Total AUM$612.5M
Discretionary$605.8M
Non-Disc.$6.8M
Employees37
Clients3,200
DateOct 2016
Total AUM$612.5M
Discretionary$605.8M
Non-Disc.$6.8M
Employees37
Clients3,200
DateJul 2016
Total AUM$612.5M
Discretionary$605.8M
Non-Disc.$6.8M
Employees37
Clients3,200
DateApr 2016
Total AUM$612.5M
Discretionary$605.8M
Non-Disc.$6.8M
Employees37
Clients3,200
DateMar 2016
Total AUM$612.5M
Discretionary$605.8M
Non-Disc.$6.8M
Employees37
Clients3,200
DateOct 2015
Total AUM$779.9M
Discretionary$777.5M
Non-Disc.$2.4M
Employees38
Clients3,000
DateAug 2015
Total AUM$779.9M
Discretionary$777.5M
Non-Disc.$2.4M
Employees38
Clients3,000
DateMay 2015
Total AUM$779.9M
Discretionary$777.5M
Non-Disc.$2.4M
Employees38
Clients3,000
DateApr 2015
Total AUM$779.9M
Discretionary$777.5M
Non-Disc.$2.4M
Employees38
Clients3,000
DateMar 2015
Total AUM$779.9M
Discretionary$777.5M
Non-Disc.$2.4M
Employees38
Clients3,000
DateOct 2014
Total AUM$738.2M
Discretionary$736.4M
Non-Disc.$1.8M
Employees20
Clients2,000
DateOct 2014
Total AUM$738.2M
Discretionary$736.4M
Non-Disc.$1.8M
Employees20
Clients2,000
DateAug 2014
Total AUM$738.2M
Discretionary$736.4M
Non-Disc.$1.8M
Employees20
Clients2,000
DateJul 2014
Total AUM$738.2M
Discretionary$736.4M
Non-Disc.$1.8M
Employees20
Clients2,000
DateJul 2014
Total AUM$400.5M
Discretionary$398.7M
Non-Disc.$1.8M
Employees20
Clients2,000
DateMay 2014
Total AUM$400.5M
Discretionary$398.7M
Non-Disc.$1.8M
Employees20
Clients2,000
DateMar 2014
Total AUM$400.5M
Discretionary$398.7M
Non-Disc.$1.8M
Employees20
Clients2,000
DateAug 2013
Total AUM$600M
Discretionary$500M
Non-Disc.$100M
Employees20
Clients2,000
DateJul 2013
Total AUM$600M
Discretionary$500M
Non-Disc.$100M
Employees20
Clients2,000
DateMay 2013
Total AUM$600M
Discretionary$500M
Non-Disc.$100M
Employees20
Clients2,000
DateFeb 2013
Total AUM$600M
Discretionary$500M
Non-Disc.$100M
Employees20
Clients2,000
DateNov 2012
Total AUM$255.2M
Discretionary$250M
Non-Disc.$5.2M
Employees20
Clients1,100
DateMar 2012
Total AUM$255.2M
Discretionary$250M
Non-Disc.$5.2M
Employees6
Clients1,100
DateNov 2011
Total AUM$231M
Discretionary$225M
Non-Disc.$6M
Employees6
Clients0
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--