DAGCO, INC.

CORNERSTONE WEALTH MANAGEMENT
WESTLAKE, Ohio·4 registered advisors·CRD# 106950
SEC# 801-510660440-899-4000
01

Firm Overview

AUM
$421M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAGCO, INC.

4 registered advisors
David Alan Gomersall
WESTLAKE, Ohio
Edmund Vincent Malone
WESTLAKE, Ohio
Michael Wayne Kelley
WESTLAKE, Ohio
CFP
Nick Dionisos
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. DAGCO, INC. (CRD# 106950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.