Overview
Assets Under Management: $220 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
CORNERSTONE FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324255), CORNERSTONE FINANCIAL GROUP is subject to fiduciary duty under federal law.
CORNERSTONE FINANCIAL GROUP is headquartered in APPLETON, WI.
CORNERSTONE FINANCIAL GROUP serves 56 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, CORNERSTONE FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CORNERSTONE FINANCIAL GROUP manages $220 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, CORNERSTONE FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,429
Discretionary Accounts: 1,427
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 324255
Filing ID: 2053751
Last Filing Date: 2026-02-17 15:51:30