CORNERSTONE WEALTH, LLC

CORNERSTONE WEALTH MANAGEMENT GROUP
GREENEVILLE, Tennessee·2 registered advisors·CRD# 313269
SEC# 801-1232820423-588-7151
01

Firm Overview

AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORNERSTONE WEALTH, LLC

2 registered advisors
Brian Jack Click
GREENEVILLE, Tennessee
George Robert Scott
GREENEVILLE, Tennessee
05

Office Locations

GREENEVILLE, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE WEALTH, LLC (CRD# 313269) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.