DAGCO, INC.

CORNERSTONE WEALTH MANAGEMENT
WESTLAKE, Ohio·5 registered advisors·CRD# 106950
SEC# 801-510660440-899-4000
01

Firm Overview

AUM
$421M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
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.

5 registered advisors
David Alan Gomersall
WESTLAKE, Ohio
Edmund Vincent Malone
WESTLAKE, Ohio
Kaye Elizabeth O'boyle
WESTLAKE, Ohio
Michael Wayne Kelley
WESTLAKE, Ohio
Nick Dionisos
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
5 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.