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CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
CRD 137712 · SEC 801-68417
1000 W WALLINGS RD, SUITE D, BROADVIEW HEIGHTS, OH, 44147, United States
Phone
440-746-0707
Fax
440-746-1604
Registration
— (—)
Source
State registered
Total AUM
$37.6M
Discretionary AUM
$37.6M
Team
9 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $30.1M |
| High net worth individuals | 56 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD