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Leslie Susan Perry

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC·RANCHO SANTA FE, California
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16236 SAN DIEGUITO ROAD, RANCHO SANTA FE, CA 92067CRD# 6812467Firm CRD# 138258
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About

Leslie Susan Perry is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
AUM
$39M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6812467
Firm CRD# 138258
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leslie Susan Perry offer?
Leslie Susan Perry specializes in Retirement Planning. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Leslie Susan Perry's credentials?
Leslie Susan Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Susan Perry located?
Leslie Susan Perry is based in RANCHO SANTA FE, California, working with CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Leslie Susan Perry charge for services?
Leslie Susan Perry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC?
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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