Cornerstone Financial

Cornerstone Financial (CRD# 125494) is a financial advisory firm headquartered in Atlanta, GA. They manage $89,000,000 in 345 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

275 14th Street Nw, Atlanta, GA 30318

http://www.corstonefinancial.com

By the Numbers

Total Assets Under Management

89

MILLION
Total Number of Accounts

345

ACCOUNTS
Average Account Value

$257,971

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Commissions

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Cornerstone Financial

Showing 1 - 2 of 2 top financial advisors.

Leon E. Frush

CRD#: 1639367

275 14th Street Nw, Atlanta, GA 30318

Leon Frush (CRD# 1639367) is an Investment Advisor Representative working at Cornerstone Financial in Atlanta, GA and has over 35 years of experience in the finance industry.

David A. Summers

CRD#: 4493361

275 14th Street Nw, Atlanta, GA 30318

David Summers (CRD# 4493361) is an Investment Advisor Representative working at Cornerstone Financial in Atlanta, GA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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