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CORNERSTONE PLANNING GROUP

Tel: 973-487-3220
350 Passaic Avenue
Suite 201
Fairfield, New Jersey  7004

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CORNERSTONE PLANNING GROUP

CORNERSTONE PLANNING GROUP is a Fairfield, New Jersey based financial advisory firm with nearly $262,237,024 in assets under management and provides investment advisory services for 1249 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

307189

SEC#:

801-118222

No. of Clients:

1249

Assets under Management

$262,237,024

No. of Advisors:

7

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