WH CORNERSTONE INVESTMENTS INC.

DUXBURY, Massachusetts·2 registered advisors·CRD# 119725
SEC# 801-1173970(888) 797-9009
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
3
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 WH CORNERSTONE INVESTMENTS INC.

2 registered advisors
Paula Sullivan Harris
DUXBURY, Massachusetts
William Martin Harris
DUXBURY, Massachusetts
05

Office Locations

DUXBURY, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. WH CORNERSTONE INVESTMENTS INC. (CRD# 119725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.