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Building 2CORNERSTONE FINANCIAL GROUP,LLC

Map pinOMAHA, NE
Phone402-758-0700
NotebookSEC #801-132992
Total AUM
$292.2M
Employees
7
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
11225 DAVENPORT STREET
SUITE 102
OMAHA
NE 68154
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
402-758-0700
Other Offices
4

ReceiptFinancials

Total AUM
$292.2M
Accounts
950
Discretionary
$292.2M
Accounts
950
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$47.3M
HNW Individual Clients
96
AUM
$232M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
3
AUM
$10.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIANETXWA

HandshakeAffiliates

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

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