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CORNERSTONE FINANCIAL GROUP
158 E Northland Ave
Appleton, Wisconsin 54911
Tel: 920-832-3821
About CORNERSTONE FINANCIAL GROUP
CORNERSTONE FINANCIAL GROUP, formally registered with the SEC as CORNERSTONE FINANCIAL GROUP. The firm was established in 01/03/2023. They have over 3 offices throughout the country.
CORNERSTONE FINANCIAL GROUP is a Appleton, Wisconsin based Financial Planning firm with nearly $102,850,354 assets under management, offering retirement planning & investment advisory services to 847 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 324255 |
| SEC# | 801-127126 |
| Assets Managed by Firm | $102,850,354 |
| No. of Clients | 847 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 847 | $102,850,354 |
| Individuals (other than high net worth individuals) | 808 | $49,115,444 |
| High net worth individuals | 39 | $53,734,910 |
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|---|---|---|---|
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