CORNERSTONE ASSET MANAGEMENT, LLC

CORNERSTONE ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 140073). Regulatory assets under management: $2.3M.

Registration

• CRD: 140073
• Type: Registered investment adviser
• Phone: 616-777-0598
• Latest filing: 2026-02-24
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.2M
• Non-discretionary AUM: $52K
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 140073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search