CRD: 313269
Cornerstone Wealth Management Group
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-17-2021
- Office Locations
- 1
Office Locations
About Cornerstone Wealth Management Group
Cornerstone Wealth Management Group is a Greeneville, TN registered investment adviser providing wealth management and financial planning for individuals and families, including estate and insurance planning and guidance for business owners. Portfolios commonly use ETFs and mutual funds within asset-allocation and risk-management frameworks, with a stated interest in socially responsible investing. Client experience includes a mobile app and online portal; the firm works with Schwab as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRIAN JACK CLICK
Chief Compliance Officer, Managing Member
- CRD
- #3242951
- Ownership
- 75% or more
George Robert Scott
Partner
- CRD
- #6899431
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Alan Robert Rader
Wealth Advisor
- CRD
- #7791563
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $265,612,059 | $202,448 |
| Non-Discretionary | $19,073,875 | $168,795 |
| Total | $284,685,934 | $199,780 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing