Cornerstone Asset Management Services, Inc.

Cornerstone Asset Management Services, Inc. (CRD# 137712) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $30,023,092 in 450 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $66,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IN, KS, MI, MT, OH, TX

Financial Advisors at Cornerstone Asset Management Services, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
George Anastasakis
CRD#: 1430504
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

George Anastasakis (CRD# 1430504) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 23 years of experience in the finance industry.

2
Nicholas E. Anastasakis
CRD#: 4567882
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

Nicholas Anastasakis (CRD# 4567882) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Hts, OH and has over 13 years of experience in the finance industry.

3
Christine T. Bules
CRD#: 1992330
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

Christine Bules (CRD# 1992330) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 32 years of experience in the finance industry.

4
Bill Dragolas
CRD#: 2503996
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

Bill Dragolas (CRD# 2503996) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 27 years of experience in the finance industry.

5
Mark A. Suhay
CRD#: 1028021
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

Mark Suhay (CRD# 1028021) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has 1 year of experience in the finance industry.

6
Jay D. McClellan
CRD#: 1360920
1000 W Wallings Rd, Suite D, Broadview Heights, OH 44147

Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 30 years of experience in the finance industry.

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