$51.0M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
3 Employees
512 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Ameritas · Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonPioneer fusion
- Established Date
- 11-12-2021
- Office Locations
- 2
Office Locations
1000 North Broadway Depere WI
602 N. Waldoch Drive Appleton WI
About Cornerstone Financial Consulting, LLC
Cornerstone Financial Consulting, LLC (De Pere, WI) provides integrated financial planning alongside tax consulting and insurance/benefits reviews for individuals and business owners. The firm takes an asset-allocation and risk-management approach, using public funds and ETFs. Relationships are supported on Charles Schwab (also Axos).
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$99.6K AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Full visibility includes strategy notes for pioneer harbor.
Upgrade to reveal position-level detail across north radial.
Full visibility includes strategy notes for vector bridge.
Open the full profile to inspect shifts in north matrix.
See the complete signal summary connected to value quantum.
Unlock to compare peer behavior around vertex radial.
Unlock to compare peer behavior around timber optima.
Unlock to compare peer behavior around harbor matrix.
Asset Classes
Atlas Ridge Quantum Fusion zenith Beacon
Client Personas
Beacon frontier Insight
Custodian
Zenith Value pioneer Summit Ridge horizon Peak
Investment Themes
Crest capital Beacon
Investment Vehicles
Peak vertex
Services
Catalyst north Element focus Vector Prime Value insight Value focus Signal vector Zenith ember Glacier value Prime matrix Radial Alpha fusion Wave vertex
Technology
Vital Radial
Owner & Executives
W
Walter Matthew Kowalczyk
Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #7133100
- Ownership
- 75% or more
(597) 473-6353
catalyst.north@horizoncapital.com
in linkedin.com/in/zenith-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
J
JULIE ANN HUTH
--
- CRD
- #4951301
(258) 344-1265
atlas.pathway@beaconcapital.com
in linkedin.com/in/vital-eagle
C
Carter Maxwell Rivers
--
- CRD
- #8185411
(361) 915-1679
vertex.value@vitalcapital.com
in linkedin.com/in/optima-signal
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $51,000,000
Public Funds:
16.6% Equity - Exchange:
26.2% Cash:
10.9% U.S. Government/Agency:
46.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $330,132,597 | 16.6% |
| Equity - Exchange | $521,052,654 | 26.2% |
| Cash | $216,773,814 | 10.9% |
| U.S. Government/Agency | $920,791,522 | 46.3% |
| Total | $1,988,750,587 | 100.0% |