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Lisa Ellen Smith

CORNERSTONE MANAGEMENT, INC.·DULUTH, Georgia
Unclaimed Profile
3237 SATELLITE BLVD, DULUTH, GA 30096CRD# 7706039Firm CRD# 125828
01

About

Lisa Ellen Smith is a registered financial advisor based in DULUTH, Georgia, affiliated with CORNERSTONE MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNERSTONE MANAGEMENT, INC.
CORNERSTONE MANAGEMENT, INC.
AUM
$1.7B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CORNERSTONE MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7706039
Firm CRD# 125828
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Ellen Smith offer?
Lisa Ellen Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DULUTH, Georgia for a consultation.
What are Lisa Ellen Smith's credentials?
Lisa Ellen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ellen Smith located?
Lisa Ellen Smith is based in DULUTH, Georgia, working with CORNERSTONE MANAGEMENT, INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Lisa Ellen Smith charge for services?
Lisa Ellen Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE MANAGEMENT, INC.?
CORNERSTONE MANAGEMENT, INC. has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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