Wh Cornerstone Investments Inc.
● SEC registered since 2019CRD 119725SEC# 801-117397Duxbury, MA
Reg. AUM
$200M
Employees
6
Accounts
393
Location
Duxbury, MA
Wh Cornerstone Investments Inc. assets under management
Wh Cornerstone Investments Inc. is an investment advisory firm registered with the SEC based in Duxbury, MA. The firm has been registered since 2019. It reports $200 million in regulatory assets under management and employs 6 people.
Wh Cornerstone Investments Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paula Sullivan Harris Control | Director And Secretary | 50-75% | 2015 |
| William Martin Harris Control | President, Director, Treasurer And Cco | 50-75% | 1998 |
Frequently asked questions
How much does Wh Cornerstone Investments Inc. manage?
Wh Cornerstone Investments Inc. reports $200 million in regulatory assets under management on its Form ADV.
How many employees does Wh Cornerstone Investments Inc. have?
Wh Cornerstone Investments Inc. reports 6 employees.
Where is Wh Cornerstone Investments Inc. located?
Wh Cornerstone Investments Inc. is based in Duxbury, MA and has been SEC-registered since 2019.
Does Wh Cornerstone Investments Inc. disclose fund performance?
Wh Cornerstone Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 Washington Street, Duxbury, MA 02332 |
| Phone | (888) 797-9009 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1940823 |
| Discloses disciplinary history | No |
Regulatory AUM
$200M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$200Mregulatory AUM
Discretionary $200M