CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

RANCHO SANTA FE, California·4 registered advisors·CRD# 138258
SEC# 801-651750858-779-5800
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

4 registered advisors
David Bruce Mcmahan
RANCHO SANTA FE, California
Derren Lee Geiger
RANCHO SANTA FE, California
Leslie Susan Perry
RANCHO SANTA FE, California
She Hwea Ngo
RANCHO SANTA FE, California
05

Office Locations

RANCHO SANTA FE, California
4 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC (CRD# 138258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.