CORNERSTONE ASSET MANAGEMENT, INC.

VENTURA, California·3 registered advisors·CRD# 129731
SEC# 801-63480805-642-7506
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
Scott Mcdowell Campbell
VENTURA, California
Timothy Anson Call
VENTURA, California
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.