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).
Current Firm Details
Cornerstone Asset Management
By the Numbers
-
Total Assets Under Management53MILLION
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Total Number of Accounts190ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Cornerstone Asset Management
1
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 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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