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Building 2CORNERSTONE FINANCIAL GROUP

Map pinAPPLETON, WI
Phone920-832-3821
NotebookSEC #801-127126
Total AUM
$220.2M
Employees
5
Clients
579

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
158 E NORTHLAND AVE
APPLETON
WI 54911
United States
Operating Hours
8:30AM - 4:30PM
MONDAY - THURSDAY
Phone
920-832-3821
Other Offices
2

ReceiptFinancials

Total AUM
$220.2M
Accounts
1,429
Discretionary
$219.5M
Accounts
1,427
Non-Discretionary
$694.6K
Accounts
2

ContactClients

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Individual Clients
523
AUM
$112.2M
HNW Individual Clients
56
AUM
$108M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILMIMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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