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Wh Cornerstone Investments Inc.

● SEC registered since 2019CRD 119725SEC# 801-117397Duxbury, MA
Export (members)
Reg. AUM
$180.9M
Employees
3
Accounts
396
Location
Duxbury, MA

Wh Cornerstone Investments Inc. assets under management

Wh Cornerstone Investments Inc. is an investment advisory firm registered with the SEC based in Duxbury, MA. The firm has been registered since 2019. It reports $180.9 million in regulatory assets under management and employs 3 people.
www.whcornerstone.comView on SEC.gov ↗

Wh Cornerstone Investments Inc. owners & executives

2 reported
NameTitleOwnershipSince
Paula Sullivan Harris ControlDirector And Secretary50-75%2015
William Martin Harris ControlPresident, Director, Treasurer And Cco50-75%1998

Frequently asked questions

How much does Wh Cornerstone Investments Inc. manage?

Wh Cornerstone Investments Inc. reports $180.9 million in regulatory assets under management on its Form ADV.

How many employees does Wh Cornerstone Investments Inc. have?

Wh Cornerstone Investments Inc. reports 3 employees.

Where is Wh Cornerstone Investments Inc. located?

Wh Cornerstone Investments Inc. is based in Duxbury, MA and has been SEC-registered since 2019.

Does Wh Cornerstone Investments Inc. disclose fund performance?

Wh Cornerstone Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Washington Street, Duxbury, MA 02332
Phone(888) 797-9009
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK1940823
Discloses disciplinary historyNo

Assets under management

Discretionary$180.7M
Non-discretionary$275K
Total (RAUM)$180.9M