SEMPOLINSKI, WILLIAM JOHN
DBA: FIVE CORNERS FINANCIAL SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $292.0M |
| Discretionary | $292.0M100% of AUM |
| Client Accounts | 750 |
| Avg Account Size | $389K |
| Employees | 3 |
| Peak AUM | $292.0MJan 2026 |
AUM by Client Type
Total AUM
$292M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $292M | — | — | — | — |
| Discretionary AUM | $292M | — | — | ||
Key Metrics
| Total AUM | $292.0M |
| Discretionary | $292.0M |
| Employees | 3 |
| Client Accounts | 750 |
| Client Range | 1-10 |
Contact & Location
Address
45 BRISTOL DRIVE
EASTON MA 02375
Phone
508-297-2033
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$292M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported