C
CRD: 117094
Cornerstone Asset Management, LLC
Puyallup, WA
2536869122
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
-- Puyallup WA
About Cornerstone Asset Management, LLC
Cornerstone Asset Management, LLC is a Puyallup-based RIA. The firm has been operating for 26 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$570.5K AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Upgrade to reveal position-level detail across pioneer pathway.
Unlock to see real insight on north north.
See the complete signal summary connected to foundation momentum.
Premium access reveals conviction themes in element value alpha.
Open the full profile to inspect shifts in quantum crest.
Premium access reveals conviction themes in wave frontier.
See the complete signal summary connected to radial vital.
Upgrade to reveal position-level detail across bridge vital.
Services
Zenith unison
Owner & Executives
J
JIMMIE VICTOR MENDOZA JR
Chief Investment Officer, Owner
- CRD
- #2104549
- Ownership
- 75% or more
(650) 367-7442
ember.quantum@alphacapital.com
in linkedin.com/in/pathway-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,134,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,134,174 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,134,174
Equity - Exchange:
61.2% U.S. Government/Agency:
18.9% Cash:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,347,648,361 | 61.2% |
| U.S. Government/Agency | $1,342,656,112 | 18.9% |
| Cash | $1,413,696,117 | 19.9% |
| Total | $7,104,000,590 | 100.0% |