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CORNERSTONE ASSET MANAGEMENT
CORNERSTONE ASSET MANAGEMENT, INC.
CRD 104539 · SEC 801-63659
120 SOUTH STEWART STREET, WINCHESTER, VA, 22601-4168, United States
Phone
540-313-4426
Fax
540-409-5142
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $35.8M |
| High net worth individuals | 18 | $39.1M |
| Charitable organizations | 1 | $62K |
All web addresses on file
Official SEC filing: View on IAPD