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CORNERSTONE FINANCIAL GROUP
CORNERSTONE ENTERPRISES, LLC
CRD 324255 · SEC 801-127126
158 E NORTHLAND AVE, APPLETON, WI, 54911, United States
Phone
920-832-3821
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.2M
Discretionary AUM
$219.5M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 523 | $112.2M |
| High net worth individuals | 56 | $108.0M |
States served
AZ, IL, MI, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD