CORNERSTONE ASSET MANAGEMENT, LLC

CORNERSTONE ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 117094). Regulatory assets under management: $5.1M.

Registration

• CRD: 117094
• Type: Registered investment adviser
• Phone: 253-686-9122
• Latest filing: 2026-04-06
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search