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CORNERSTONE PLANNING GROUP
FAIRFIELD, NJ
973-487-3220
SEC #801-118222Total AUM
$951.8M
Employees
21Clients
1,252Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
350 PASSAIC AVENUE
SUITE 201
FAIRFIELD
NJ 07004
United States
SUITE 201
FAIRFIELD
NJ 07004
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
973-487-3220
Other Offices
7
Financials
Total AUM
$951.8M
Accounts
3,043Discretionary
$796.4M
Accounts
2,997Non-Discretionary
$155.4M
Accounts
46
Clients
Individual Clients
967AUM
$285.7M
HNW Individual Clients
225AUM
$482.1M
Pension/Profit Sharing Plan Clients
46AUM
$155.4M
Charitable Organization Clients
1AUM
$139.1K
Corporation or Business Clients
13AUM
$28.5M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLGAMAMENCNHNJNYOHPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.