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CORNERSTONE PLANNING GROUP
CORNERSTONE PLANNING GROUP INC.
CRD 307189 · SEC 801-118222
350 PASSAIC AVENUE, SUITE 201, FAIRFIELD, NJ, 07004, United States
Phone
973-487-3220
Fax
973-512-2851
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$951.8M
Discretionary AUM
$796.4M
Team
21 total employees; 16 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 967 | $285.7M |
| High net worth individuals | 225 | $482.1M |
| Pension/profit sharing plans | 46 | $155.4M |
| Corporations/business entities | 13 | $28.5M |
States served
AZ, CA, GA, ME, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD