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CORNERSTONE ASSET MANAGEMENT, INC.
CORNERSTONE ASSET MANAGEMENT, INC.
VENTURA, California
·
3 registered advisors
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CRD# 129731
SEC# 801-63480
805-642-7506
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CORNERSTONE ASSET MANAGEMENT, INC.
3 registered advisors
Kathleen Jordan Campbell
VENTURA, California
CRD# 4844009
Scott Mcdowell Campbell
VENTURA, California
CRD# 810413
Timothy Anson Call
VENTURA, California
CRD# 4843997
05
Office Locations
VENTURA, California
3 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE ASSET MANAGEMENT, INC. (CRD# 129731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.