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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-1993
- Office Locations
- 1
Office Locations
About Cornerstone Asset Management
Cornerstone Asset Management is an independent, fee-only fiduciary wealth management firm built around a comprehensive planning process—listening first, then designing and following through on a tailored strategy. Services include financial/wealth planning, portfolio construction and asset management, with planning support for retirement and estate considerations. Investment implementation emphasizes ETFs and mutual funds, with access through Charles Schwab & Co.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DENNIS MICHAEL CONNOR
Chief Compliance Officer, Senior Advisor, VICE PRESIDENT
- CRD
- #1372669
- Ownership
- 50% but less than 75%
ERIC BRADLEY WEITZ
Owner, VICE PRESIDENT
- CRD
- #2366286
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $75,031,185 | $204,082 |
| Total | $75,031,185 | $204,082 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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