Cornerstone Asset Management, Inc.

Cornerstone Asset Management, Inc. (CRD# 113635) is a financial advisory firm headquartered in Naperville, IL. They manage $20,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
564 S. Washington Street, Naperville, IL 60540
http://www.cornerstonelifewealth.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $181,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Cornerstone Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John-marc Berthoud, financial advisor Naperville IL
John-marc Berthoud
CRD#: 3090606
564 S. Washington Street, Naperville, IL 60540

John-marc Berthoud (CRD# 3090606) is an Investment Advisor Representative working at Cornerstone Asset Management, Inc. in Naperville, IL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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