Cornerstone Asset Management

Cornerstone Asset Management (CRD# 104539) is a financial advisory firm headquartered in Winchester, VA. They manage $18,250,000 in 96 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $190,104
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
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.

VA

Financial Advisors at Cornerstone Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Paul F. Berghaus
CRD#: 19237
30 East Main Street, Berryville, VA 22611
93
Wealthminder
score

Paul Berghaus (CRD# 19237) is an Investment Advisor Representative working at Cornerstone Asset Management in Berryville, VA and has over 33 years of experience in the finance industry.

2
Dennis M. Connor
CRD#: 1372669
116 South Stewart St, Winchester, VA 22601
93
Wealthminder
score

Dennis Connor (CRD# 1372669) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 31 years of experience in the finance industry.

3
Peter M. Larock
CRD#: 5839354
116 South Stewart Street, Winchester, VA 22601
93
Wealthminder
score

Peter Larock (CRD# 5839354) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 6 years of experience in the finance industry.

4
Eric B. Weitz
CRD#: 2366286
30 East Main Street, Berryville, VA 22611
83
Wealthminder
score

Eric Weitz (CRD# 2366286) is an Investment Advisor Representative working at Cornerstone Asset Management in Berryville, VA and has over 23 years of experience in the finance industry.

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