Cornerstone Financial Management LLC
● SEC registered since 2024CRD 140967SEC# 801-130130Burlington, MA
Reg. AUM
$167M
Employees
7
Accounts
444
Location
Burlington, MA
Cornerstone Financial Management LLC assets under management
Cornerstone Financial Management LLC is a registered investment adviser overseen by the SEC based in Burlington, MA. The firm has been registered since 2024. It reports $167 million in regulatory assets under management and employs 7 people.
Cornerstone Financial Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George E. Newfield Control | Partner | 50-75% | 2021 |
| Kevin Arruda Control | Partner & Cco | 50-75% | 2021 |
Frequently asked questions
How much does Cornerstone Financial Management LLC manage?
Cornerstone Financial Management LLC reports $167 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Financial Management LLC have?
Cornerstone Financial Management LLC reports 7 employees.
Where is Cornerstone Financial Management LLC located?
Cornerstone Financial Management LLC is based in Burlington, MA and has been SEC-registered since 2024.
Does Cornerstone Financial Management LLC disclose fund performance?
Cornerstone Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Mall Road, Suite 301, Burlington, MA 01803-4131 |
| Phone | 800-527-1238 |
| Office hours | 10:00 a.m. - 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$167Mregulatory AUM
Discretionary $165.3MNon-discretionary $1.7M