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
13 Tremont Street, Kingston, MA 02364
https://www.facebook.com/whcornerstone
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Wh Cornerstone Investments Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paula Harris, financial advisor Kingston MA
Paula S. Harris
CRD#: 5523691
13 Tremont Street, Kingston, MA 02364

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, financial advisor Kingston MA
William M. Harris
CRD#: 2737148
13 Tremont Street, Kingston, MA 02364

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.

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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