CORNERSTONE WEALTH PARTNERS, LLC
Tel: 517-381-3450 2525 Jolly Road, Suite 200 Okemos, Michigan 48864
About CORNERSTONE WEALTH PARTNERS, LLC
CORNERSTONE WEALTH PARTNERS, LLC is a Okemos, Michigan based financial advisory firm with nearly $750 in assets under management and provides investment advisory services for 2 clients. There are currently 14 financial advisors at the firm.
General Information
Firm CRD#:
146602
Firm SEC#:
801-129835
Assets Under Management:
$750
No. of Clients:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
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