WH CORNERSTONE INVESTMENTS INC. - Financial Advisor in Massachusetts, Duxbury

Tel: (888) 797-9009 11 Washington Street Duxbury, Massachusetts 02332

About WH CORNERSTONE INVESTMENTS INC.

WH CORNERSTONE INVESTMENTS INC. is a Duxbury, Massachusetts based financial advisory firm with nearly $180,932,611 in assets under management and provides investment advisory services for 396 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

119725

Firm SEC#:

801-117397

Assets Under Management:

$180,932,611

No. of Clients:

396

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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