Cornerstone Asset Management, LLC

Cornerstone Asset Management, LLC (CRD# 117094) is a financial advisory firm headquartered in Puyallup, WA. They manage $1,639,944 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $56,550
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Cornerstone Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jimmie V. Mendoza
CRD#: 2104549
Puyallup, WA
93
Wealthminder
score

Jimmie Mendoza (CRD# 2104549) is an Investment Advisor Representative working at Cornerstone Asset Management, LLC in Puyallup, WA and has over 26 years of experience in the finance industry.

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