Cornerstone Asset Management, LLC

Cornerstone Asset Management, LLC (CRD# 117094) is a financial advisory firm headquartered in Puyallup, WA. They manage $4,083,059 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1285, Puyallup, WA 98371
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $170,127
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
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 Mendoza, financial advisor Puyallup WA
Jimmie V. Mendoza
CRD#: 2104549
Puyallup, WA

Jimmie Mendoza (CRD# 2104549) is an Investment Advisor Representative working at Cornerstone Asset Management, LLC in Puyallup, WA and has over 33 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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