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CORNERSTONE FINANCIAL GROUP

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

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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

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

Firm CRD#:

324255

SEC#:

801-127126

No. of Clients:

1386

Assets under Management

$183,820,785

No. of Advisors:

7

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