Cornerstone Financial Management Llc, MA — Investment Adviser | BuildTrust

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CORNERSTONE FINANCIAL MANAGEMENT LLC

Investment AdviceBURLINGTON, MA

Assets Under Management

$135.2M

Total AUM

Donut chart: Discretionary 133.7M, Non-Discretionary 1.5M
Category	Value
Discretionary	133.7M
Non-Discretionary	1.5M

Adviser Information

Field	Value
CRD Number	140967
SEC Number	801-130130
Street Address	10 MALL ROAD
Street Address 2	SUITE 301
Location	BURLINGTON, MA 01803-4131
Country	United States
Phone	800-527-1238
Total Employees	4

Client Count by Type (97 Total)

Horizontal bar chart: Individuals (other than H… 49, High Net Worth Individual… 44, Charitable Organizations 4
Category	Value
Individuals (other than H…	49
High Net Worth Individual…	44
Charitable Organizations	4