CRD: 140073
Cornerstone Asset Management, LLC
$2.3M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
19 yrs Firm Age
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- Custodian
- American Funds · Capital Group · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-14-2006
- Office Locations
- 1
Office Locations
-- Hudsonville MI
About Cornerstone Asset Management, LLC
Cornerstone Asset Management, LLC is a fee-only RIA providing customized financial planning and ongoing investment management to help clients pursue short- and long-term goals. The firm emphasizes disciplined decision-making, stewardship of resources, and goal-based portfolios, and is compensated directly by clients with no commissions from financial products.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$52.8K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Capital
Investment Themes
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Investment Vehicles
Horizon radial
Services
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Owner & Executives
G
GARY LEE KNAPP
Chief Executive Officer, Owner, President
- CRD
- #4607894
- Ownership
- 75% or more
(298) 904-7736
pathway.atlas@beaconcapital.com
in linkedin.com/in/pathway-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,219,709 | -- |
| Non-Discretionary | $52,371 | -- |
| Total | $2,272,080 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,272,080
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $343,325,647 | 100.0% |
| Total | $343,325,647 | 100.0% |