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CORNERSTONE ASSET MANAGEMENT, INC.
CRD 113635 · SEC 801-60413
564 S. WASHINGTON STREET, NAPERVILLE, IL, 60540, United States
Phone
630-780-1025
Fax
630-505-3621
Registration
— (—)
Source
State registered
Total AUM
$20.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; THIRD PARTY ADVISORY FEES
Org form
Corporation
Filing date
2018-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.0M |
| High net worth individuals | 20 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD