$51.0M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
3 Employees
512 ADV. Clients
4 yrs Firm Age
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- 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
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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
JULIE ANN HUTH
President, Chief Executive Officer
- 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 | -- |
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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% |