C
CRD: 151866
Cornerstone Financial Planning, Inc.
Appleton, WI, 54913
9209931526
$42.8M Total AUM
$42.8M Disc. AUM
-- 3Y CAGR
3 Employees
101 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2009
- Office Locations
- 1
Office Locations
5601 West Grande Market Drive Suite E Appleton WI
About Cornerstone Financial Planning, Inc.
Cornerstone Financial Planning, Inc. is a Appleton-based RIA. The firm has been operating for 16 years. Managing $42.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$42.8M AVG AUM / ADVISOR
$424.1K AVG AUM / CLIENT
16.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Wave prime Vital alpha Insight Radial Matrix
Investment Themes
Momentum vertex Quantum oak Matrix alpha
Investment Vehicles
Radial alpha
Services
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Owner & Executives
JOHN WILLIAM WOLF
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1846080
- Ownership
- 50% but less than 75%
(692) 516-1472
north.insight@momentumcapital.com
in linkedin.com/in/legacy-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,830,639 | -- |
| Non-Discretionary | $0 | $260,000 |
| Total | $42,830,639 | $260,000 |
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Separately Managed Accounts
Total SMA Asset: $42,830,639
Public Funds:
21.1% Other:
15.7% Private Funds:
23.3% Equity - Exchange:
21.5% Cash:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $372,844,525 | 21.1% |
| Other | $277,424,599 | 15.7% |
| Private Funds | $411,719,309 | 23.3% |
| Equity - Exchange | $379,912,667 | 21.5% |
| Cash | $325,134,562 | 18.4% |
| Total | $1,767,035,662 | 100.0% |