CORNERSTONE PLANNING GROUP INC.
Legal name: CORNERSTONE PLANNING GROUP
CRD #307189 SEC #801-118222 FAIRFIELD, NJ 973-487-3220
SEC Registered
Total AUM
$650M
Discretionary
$545.5M
Employees
19
Clients
101
Accounts
2,646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $650M | $545.5M | $104.6M | 19 | 10 |
| Jul 2025 | $650M | $545.5M | $104.6M | 19 | 10 |
| Jul 2025 | $650M | $545.5M | $104.6M | 19 | 10 |
| Mar 2025 | $650M | $545.5M | $104.6M | 19 | 10 |
| Apr 2024 | $523.3M | $434.3M | $89M | 15 | 10 |
| Mar 2024 | $523.3M | $434.3M | $89M | 15 | 10 |
| Sep 2023 | $418.8M | $338.7M | $80.1M | 14 | 10 |
| Apr 2023 | $418.8M | $338.7M | $80.1M | 14 | 10 |
| Mar 2023 | $418.8M | $338.7M | $80.1M | 14 | 10 |
| Oct 2022 | $262.2M | $190.4M | $71.8M | 7 | 10 |
| Jul 2022 | $262.2M | $190.4M | $71.8M | 7 | 10 |
| May 2022 | $262.2M | $190.4M | $71.8M | 7 | 10 |
| May 2022 | $262.2M | $190.4M | $71.8M | 7 | 10 |
| Jan 2022 | $262.2M | $190.4M | $71.8M | 7 | 10 |
| Nov 2021 | $209.3M | $141.6M | $67.6M | 5 | 5 |
| Oct 2021 | $209.3M | $141.6M | $67.6M | 5 | 5 |
| Jun 2021 | $209.3M | $141.6M | $67.6M | 5 | 5 |
| Apr 2021 | $209.3M | $141.6M | $67.6M | 5 | 5 |
| Mar 2021 | $209.3M | $141.6M | $67.6M | 5 | 5 |
| Aug 2020 | $128.3M | $77M | $51.3M | 4 | 0 |
| Aug 2020 | $128.3M | $77M | $51.3M | 4 | 0 |
| Jul 2020 | $128.3M | $77M | $51.3M | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Mar 2020 | $0 | $0 | $0 | 2 | 0 |
| Mar 2020 | $0 | $0 | $0 | 2 | 0 |
| Feb 2020 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$650M
Discretionary$545.5M
Non-Disc.$104.6M
Employees19
Clients10
DateJul 2025
Total AUM$650M
Discretionary$545.5M
Non-Disc.$104.6M
Employees19
Clients10
DateJul 2025
Total AUM$650M
Discretionary$545.5M
Non-Disc.$104.6M
Employees19
Clients10
DateMar 2025
Total AUM$650M
Discretionary$545.5M
Non-Disc.$104.6M
Employees19
Clients10
DateApr 2024
Total AUM$523.3M
Discretionary$434.3M
Non-Disc.$89M
Employees15
Clients10
DateMar 2024
Total AUM$523.3M
Discretionary$434.3M
Non-Disc.$89M
Employees15
Clients10
DateSep 2023
Total AUM$418.8M
Discretionary$338.7M
Non-Disc.$80.1M
Employees14
Clients10
DateApr 2023
Total AUM$418.8M
Discretionary$338.7M
Non-Disc.$80.1M
Employees14
Clients10
DateMar 2023
Total AUM$418.8M
Discretionary$338.7M
Non-Disc.$80.1M
Employees14
Clients10
DateOct 2022
Total AUM$262.2M
Discretionary$190.4M
Non-Disc.$71.8M
Employees7
Clients10
DateJul 2022
Total AUM$262.2M
Discretionary$190.4M
Non-Disc.$71.8M
Employees7
Clients10
DateMay 2022
Total AUM$262.2M
Discretionary$190.4M
Non-Disc.$71.8M
Employees7
Clients10
DateMay 2022
Total AUM$262.2M
Discretionary$190.4M
Non-Disc.$71.8M
Employees7
Clients10
DateJan 2022
Total AUM$262.2M
Discretionary$190.4M
Non-Disc.$71.8M
Employees7
Clients10
DateNov 2021
Total AUM$209.3M
Discretionary$141.6M
Non-Disc.$67.6M
Employees5
Clients5
DateOct 2021
Total AUM$209.3M
Discretionary$141.6M
Non-Disc.$67.6M
Employees5
Clients5
DateJun 2021
Total AUM$209.3M
Discretionary$141.6M
Non-Disc.$67.6M
Employees5
Clients5
DateApr 2021
Total AUM$209.3M
Discretionary$141.6M
Non-Disc.$67.6M
Employees5
Clients5
DateMar 2021
Total AUM$209.3M
Discretionary$141.6M
Non-Disc.$67.6M
Employees5
Clients5
DateAug 2020
Total AUM$128.3M
Discretionary$77M
Non-Disc.$51.3M
Employees4
Clients0
DateAug 2020
Total AUM$128.3M
Discretionary$77M
Non-Disc.$51.3M
Employees4
Clients0
DateJul 2020
Total AUM$128.3M
Discretionary$77M
Non-Disc.$51.3M
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0