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Cornerstone Financial Management LLC

● SEC registered since 2024CRD 140967SEC# 801-130130Burlington, MA
Export (members)
Reg. AUM
$135.2M
Employees
4
Accounts
393
Location
Burlington, MA

Cornerstone Financial Management LLC assets under management

Cornerstone Financial Management LLC is a registered investment adviser overseen by the SEC based in Burlington, MA. The firm has been registered since 2024. It reports $135.2 million in regulatory assets under management and employs 4 people.
www.cornerstonefm.comView on SEC.gov ↗

Cornerstone Financial Management LLC owners & executives

2 reported
NameTitleOwnershipSince
George E. Newfield ControlPartner50-75%2021
Kevin Arruda ControlPartner & Cco50-75%2021

Frequently asked questions

How much does Cornerstone Financial Management LLC manage?

Cornerstone Financial Management LLC reports $135.2 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Financial Management LLC have?

Cornerstone Financial Management LLC reports 4 employees.

Where is Cornerstone Financial Management LLC located?

Cornerstone Financial Management LLC is based in Burlington, MA and has been SEC-registered since 2024.

Does Cornerstone Financial Management LLC disclose fund performance?

Cornerstone Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Mall Road, Suite 301, Burlington, MA 01803-4131
Phone800-527-1238
Office hours10:00 a.m. - 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.7M
Non-discretionary$1.5M
Total (RAUM)$135.2M