CRD: 113635
Cornerstone Asset Management, Inc.
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- Custodian
- Charles Schwab & Company · John Hancock · SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-2001
- Office Locations
- 1
Office Locations
About Cornerstone Asset Management, Inc.
Cornerstone Asset Management, Inc. is an independent RIA in Naperville, IL serving individual households, business owners, and corporate/trustee-directed retirement plans. The firm provides goals-based portfolio management plus retirement planning, risk management, and estate preservation. Portfolios are primarily ETF-based with fixed income and cash exposure, and the team works across multiple investment and insurance providers, with Charles Schwab among key custodians.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $400.0K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 13, 2018. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN-MARC BERTHOUD
Chief Compliance Officer, Founder, Managing Partner, President
- CRD
- #3090606
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cornerstone Asset Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.