CORNERSTONE FINANCIAL PLANNING, INC.
CRD #151866 SEC #801-70720 APPLETON, WI 920-993-1526
SEC Registered
Total AUM
$26M
Discretionary
$0
Employees
1
Clients
0
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $26M | $0 | $26M | 1 | 26 |
| Apr 2012 | $26M | $0 | $26M | 1 | 26 |
| Apr 2012 | $26M | $0 | $26M | 1 | 26 |
| Mar 2012 | $26M | $0 | $26M | 1 | 26 |
| Mar 2012 | $26M | $0 | $26M | 1 | 26 |
| Apr 2011 | $46.3M | $0 | $46.3M | 5 | -- |
| Mar 2011 | $46.3M | $0 | $46.3M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients26
DateApr 2012
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients26
DateApr 2012
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients26
DateMar 2012
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients26
DateMar 2012
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients26
DateApr 2011
Total AUM$46.3M
Discretionary$0
Non-Disc.$46.3M
Employees5
Clients--
DateMar 2011
Total AUM$46.3M
Discretionary$0
Non-Disc.$46.3M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--