Cornerstone Asset Management

Cornerstone Asset Management (CRD# 104539) is a financial advisory firm headquartered in Winchester, VA. They manage $53,060,978 in 190 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $279,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

MD, VA

Financial Advisors at Cornerstone Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Dennis M. Connor
CRD#: 1372669
116 South Stewart St, Winchester, VA 22601

Dennis Connor (CRD# 1372669) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 38 years of experience in the finance industry.

2
Eric B. Weitz
CRD#: 2366286
116 South Stewart Street, Winchester, VA 22601

Eric Weitz (CRD# 2366286) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 30 years of experience in the finance industry.

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