CORNERSTONE ASSET MANAGEMENT, INC.

CORNERSTONE ASSET MANAGEMENT
WINCHESTER, Virginia·3 registered advisors·CRD# 104539
SEC# 801-63659540-313-4426
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CORNERSTONE ASSET MANAGEMENT, INC.

3 registered advisors
Dennis Michael Connor
WINCHESTER, Virginia
Eric Bradley Weitz
WINCHESTER, Virginia
Paul Frederick Berghaus
WINCHESTER, Virginia
05

Office Locations

WINCHESTER, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE ASSET MANAGEMENT, INC. (CRD# 104539) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.