Cornerstone Wealth Group LLC
Legal Name: CORNERSTONE WEALTH GROUP, LLC
Full Contact Details
Cornerstone Wealth Group LLC
16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC
704-987-3410
704-987-4240
Other Info
Cornerstone Wealth Group, LLC is a Delaware-based Limited Liability Company, approved by the U.S. Securities and Exchange Commission since 2017. The financial advisory firm employs a staff of 40 professionals, all of whom hold advisory roles, to serve its 53 clients.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
-
ANDREW KELSEY SMITH
PARTNER owns less than 5%
-
BRIAN TODD NEEDLEMAN
PARTNER owns less than 5%
-
CRAIG ALAN RUBRECHT
CEO owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JEFFREY ALAN CARBONE
PARTNER owns less than 5%
-
JOSEPH EDWARD SWEENEY
PARTNER owns less than 5%
-
RACHEL LEE POSNER
CCO owns less than 5%
-
TERRI E FIESSINGER
COO owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more