|
⚲
|
| WH CornerStone Investments Inc
✚
| |
|---|---|
| CRD # | 119725 |
| SEC # | 801-117397 |
| CIK # | |
| AUM | $160.0 MM (2024-06-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-797-9009 |
| Address | 11 Washington Street Duxbury, MA 02332 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 33.9 |
| (b) Individuals (high net worth individuals) | 48 | 121.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 160.0 |
| By Discretionary | ||
| Discretionary | 388 | 159.8 |
| Non-Discretionary | 8 | 0.2 |
| Total | 396 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 396 | 160.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hodge Financial Services LLC
✚
|
NH | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
Enspyre Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Dale Buckner Inc
✚
|
TX | 0.2 |
|
Kahler Financial Group Inc
✚
|
SD | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |