CORNERSTONE FINANCIAL GROUP - Financial Advisor in Wisconsin, Appleton

Tel: 920-832-3821 158 E Northland Ave Appleton, Wisconsin 54911

About CORNERSTONE FINANCIAL GROUP

CORNERSTONE FINANCIAL GROUP is a Appleton, Wisconsin based financial advisory firm with nearly $183,820,785 in assets under management and provides investment advisory services for 1386 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

324255

Firm SEC#:

801-127126

Assets Under Management:

$183,820,785

No. of Clients:

1386

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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