Wh Cornerstone Investments Inc.
Wh Cornerstone Investments Inc. (CRD# 119725) is a financial advisory firm headquartered in Kingston, MA. They manage $160,036,005 in 396 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Wh Cornerstone Investments Inc.
By the Numbers
-
Total Assets Under Management160MILLION
-
Total Number of Accounts396ACCOUNTS
-
Average Account Value$404,131
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH
Financial Advisors at Wh Cornerstone Investments Inc.
1
Paula Harris (CRD# 5523691) is an Investment Advisor Representative working at Wh Cornerstone Investments Inc. in Kingston, MA and has over 12 years of experience in the finance industry.
2
William Harris (CRD# 2737148) is an Investment Advisor Representative working at Wh Cornerstone Investments Inc. in Kingston, MA and has over 27 years of experience in the finance industry.
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