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CORNERSTONE FINANCIAL GROUP,LLC
CRD 129246 · SEC 801-132992
11225 DAVENPORT STREET, SUITE 102, OMAHA, NE, 68154, United States
Phone
402-758-0700
Fax
402-758-0743
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$292.2M
Discretionary AUM
$292.2M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $47.3M |
| High net worth individuals | 96 | $232.0M |
| Charitable organizations | 1 | $2.3M |
| Corporations/business entities | 3 | $10.7M |
States served
CA, CO, IA, NE, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD