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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 $183,820,785 assets under management, offering retirement planning & investment advisory services to 1386 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324255 |
| SEC# | 801-127126 |
| Assets Managed by Firm | $183,820,785 |
| No. of Clients | 1386 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1386 | $183,820,785 |
| Individuals (other than high net worth individuals) | 396 | $87,752,312 |
| High net worth individuals | 55 | $96,068,473 |
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