CORNERSTONE FINANCIAL PARTNERS, LLC

CORNERSTONE WEALTH
HUNTERSVILLE, North Carolina·1 registered advisor·CRD# 157935
SEC# 801-725617704-987-3410
01

Firm Overview

AUM
$805M
Regulatory assets under management
Employees
44
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORNERSTONE FINANCIAL PARTNERS, LLC

1 registered advisor
Meco Bobby Womack
HUNTERSVILLE, North Carolina
05

Office Locations

HUNTERSVILLE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. CORNERSTONE FINANCIAL PARTNERS, LLC (CRD# 157935) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.