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William Martin Harris

WH CORNERSTONE INVESTMENTS INC.·DUXBURY, Massachusetts
Unclaimed Profile
11 WASHINGTON STREET, DUXBURY, MA 02332CRD# 2737148Firm CRD# 119725
01

About

William Martin Harris is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with WH CORNERSTONE INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WH CORNERSTONE INVESTMENTS INC.
WH CORNERSTONE INVESTMENTS INC.
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WH CORNERSTONE INVESTMENTS INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2737148
Firm CRD# 119725
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Martin Harris offer?
William Martin Harris specializes in Financial Planning, Investment Management. Contact their office in DUXBURY, Massachusetts for a consultation.
What are William Martin Harris's credentials?
William Martin Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Martin Harris located?
William Martin Harris is based in DUXBURY, Massachusetts, working with WH CORNERSTONE INVESTMENTS INC.. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does William Martin Harris charge for services?
William Martin Harris'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 WH CORNERSTONE INVESTMENTS INC.?
WH CORNERSTONE INVESTMENTS INC. has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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