CORNERSTONE ENTERPRISES, LLC
Legal name: CORNERSTONE FINANCIAL GROUP
CRD #324255 SEC #801-127126 APPLETON, WI 920-832-3821
SEC Registered
Total AUM
$183.8M
Discretionary
$183.2M
Employees
7
Clients
10
Accounts
1,386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $183.8M | $183.2M | $574.2K | 7 | 19 |
| Mar 2025 | $183.8M | $183.2M | $574.2K | 7 | 19 |
| Feb 2025 | $183.8M | $183.2M | $574.2K | 7 | 19 |
| Feb 2025 | $183.8M | $183.2M | $574.2K | 7 | 19 |
| Nov 2024 | $146.9M | $146.3M | $554.5K | 4 | 0 |
| Mar 2024 | $146.9M | $146.3M | $554.5K | 4 | 0 |
| Aug 2023 | $102.9M | $102.9M | $0 | 10 | 0 |
| Jul 2023 | $102.9M | $102.9M | $0 | 10 | 0 |
| May 2023 | $102.9M | $102.9M | $0 | 10 | 0 |
| Jan 2023 | $0 | $0 | $0 | 10 | 0 |
| Dec 2022 | $0 | $0 | $0 | 10 | 0 |
DateMar 2025
Total AUM$183.8M
Discretionary$183.2M
Non-Disc.$574.2K
Employees7
Clients19
DateMar 2025
Total AUM$183.8M
Discretionary$183.2M
Non-Disc.$574.2K
Employees7
Clients19
DateFeb 2025
Total AUM$183.8M
Discretionary$183.2M
Non-Disc.$574.2K
Employees7
Clients19
DateFeb 2025
Total AUM$183.8M
Discretionary$183.2M
Non-Disc.$574.2K
Employees7
Clients19
DateNov 2024
Total AUM$146.9M
Discretionary$146.3M
Non-Disc.$554.5K
Employees4
Clients0
DateMar 2024
Total AUM$146.9M
Discretionary$146.3M
Non-Disc.$554.5K
Employees4
Clients0
DateAug 2023
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees10
Clients0
DateJul 2023
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0