SEC Form ADV · CIK 1987314

CORNERSTONE FINANCIAL GROUP

Registered Investment AdviserWI
$220.2M
Assets Under Management
1,429
Total Clients
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Registration Details

CIK
1987314
Accession
CRD-324255
Location
APPLETON, WI
Filing Date
February 17, 2026
AUM
$220.2M
Total Clients
1,429
Amendment
No

About this Adviser

CORNERSTONE FINANCIAL GROUP is a registered investment adviser headquartered in APPLETON, WI, managing approximately $220.2M in assets across 1,429 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.