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Chad Anthony Crawford

Cornerstone Management, Inc.

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About Chad Anthony Crawford

Chad Anthony Crawford is an Investment Advisor Representative at Cornerstone Management, Inc. Chad Anthony Crawford has been in the industry since July 2012. Chad Anthony Crawford is registered with the state of Georgia as an Investment Advisor Representative. Chad Anthony Crawford works with individuals, high-net-worth individuals, and charitable organizations. Chad Anthony Crawford's firm, Cornerstone Management, Inc., specializes in providing financial planning, pension consulting, and portfolio management services to businesses and individuals. Cornerstone Management, Inc., has a client base of 11 with assets under management of $1,674,073,830. Cornerstone Management, Inc. is located in Duluth, Georgia.

Firm Information

Chad Crawford is currently registered with Cornerstone Management, Inc.. Cornerstone Management, Inc. is an investment advisor headquartered in Duluth, GA. The firm manages over $1.67 billion in assets for a variety of clients, including charitable organizations, high net worth individuals, and individuals other than high net worth. Cornerstone provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
Cornerstone Management, Inc.

3237 SATELLITE BLVD

DULUTH, GA 30096

$1.67B

Assets Under Management

11

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Crawford’s Registration & Firm History

GA

02/06/2014 - Present

Cornerstone Management, Inc. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/05/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Anthony Crawford.
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