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| CornerStone Wealth Group LLC
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|---|---|
| CRD # | 289971 |
| SEC # | 801-112164 |
| CIK # | 0001774879, 0001990487, 0000016741, 0001522503, 0001674117 |
| AUM | $1.3 BB (2024-03-25) |
| Employees | 45 (100% Investors, 36% Brokers) |
| Phone | 704-987-3410 |
| Address | 16810 Kenton Drive Huntersville, NC 28078 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| PG | 338.1 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,784 | 659.6 |
| (b) Individuals (high net worth individuals) | 112 | 409.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 17.8 |
| (n) Other | 106 | 31.2 |
| Total | 2,037 | 1,118.5 |
| By Discretionary | ||
| Discretionary | 2,037 | 1,118.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,037 | 1,118.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,118.5 | |
| Total | 2,037 | 1,118.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001674117] | |
| 13F-HR | [0001774879] | |
| D | [0001990487] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MT Asset Management LLC
✚
|
NJ | 1.3 |
|
Waterloo Capital LP
✚
|
TX | 1.3 |
|
Valley National Advisers Inc
✚
|
PA | 1.3 |
|
WBH Advisory Inc
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|
MD | 1.3 |
|
Guidestone Advisors LLC
✚
|
TX | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Continuum Advisory LLC
✚
|
ID | 1.3 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.3 |
|
Raffa Wealth Management LLC
✚
|
DC | 1.3 |
|
J Stern & Co LLP
✚
|
1.3 |