CORNERSTONE WEALTH GROUP, LLC

HTTPS://CFPRETIRE.COM HUNTERSVILLE, NC Investment Advisor How do I update this listing?

Cornerstone Wealth Group is based out of Huntersville. Cornerstone Wealth Group is a large advisory firm with 4633 clients and discretionary assets under management (AUM) of $825,219,217 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $398,158,000 in managed 13F securities and a top 10 holdings concentration of 42.15%. Cornerstone Wealth Group's largest holding is Fidelity Total Bond ETF with shares held of 499,942. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.61%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORNERSTONE WEALTH
16810 KENTON DRIVE SUITE 200
HUNTERSVILLE NC    28078
Country: United States

Business Phone: 704-987-3410
Fax: 704-987-4240
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 40
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 216,421,000
Total Number of Clients: 4633
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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