CORNERSTONE FINANCIAL MANAGEMENT LLC of BURLINGTON, MA is an SEC-registered investment adviser (CRD 140967). Regulatory assets under management: $167.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Arruda | PARTNER & CCO | — |
| George E Newfield | PARTNER | — |
| YOOS THEODORE RODERICK | PARTNER & CCO | — |
| Arruda Kevin | PARTNER | — |
| NEWFIELD GEORGE E | PARTNER | — |
| George E. Newfield | PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PROVIDENCE | RI | 3 | 800-527-1238 |
| PROVIDENCE | RI | 3 | 800-527-1238 |
| NEWPORT | RI | 1 | (800) 527-1238 |
| NEWPORT | RI | 1 | (800) 527-1238 |