CORNERSTONE FINANCIAL GROUP,LLC
CRD #129246 SEC #801-132992 OMAHA, NE 402-758-0700
SEC Registered
Total AUM
$247M
Discretionary
$247M
Employees
6
Clients
101
Accounts
872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $247M | $247M | $0 | 6 | 0 |
| Jun 2025 | $247M | $247M | $0 | 6 | 0 |
| May 2025 | $247M | $247M | $0 | 6 | 0 |
| May 2025 | $247M | $247M | $0 | 6 | 0 |
| May 2025 | $247M | $247M | $0 | 6 | 0 |
| Mar 2012 | $55.9M | $55.9M | $0 | 1 | 219 |
| Mar 2012 | $55.9M | $55.9M | $0 | 1 | 219 |
| Feb 2012 | $55.9M | $55.9M | $0 | 1 | 219 |
| Mar 2011 | $55.1M | $55.1M | $0 | 5 | -- |
| Mar 2009 | $37.6M | $37.6M | $0 | 5 | -- |
| Mar 2007 | $47.5M | $47.5M | $0 | 5 | -- |
| Mar 2006 | $41.1M | $41.1M | $0 | 5 | -- |
| Jun 2005 | $37.7M | $37.7M | $0 | 5 | -- |
DateAug 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees6
Clients0
DateMar 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients219
DateMar 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients219
DateFeb 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees1
Clients219
DateMar 2011
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--