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CORNERSTONE FINANCIAL GROUP,LLC
OMAHA, NE
402-758-0700
SEC #801-64118Total AUM
$55.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11225 DAVENPORT STREET,
SUITE 102
OMAHA
NE 68154
United States
SUITE 102
OMAHA
NE 68154
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
402-758-0700
Financials
Total AUM
$55.9M
Accounts
372Discretionary
$55.9M
Accounts
372Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NE
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.