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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Planning Group Inc
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| CRD # | 307189 |
| SEC # | 801-118222 |
| CIK # | 0001802105, 0001822587 |
| AUM | $650.0 M (2025-07-08) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 973-487-3220 |
| Address | 350 Passaic Avenue Fairfield, NJ 07004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.2 | ||
| Amazon Com Inc | 2.6 | ||
| Microsoft Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| American Express Co | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 808 | 224.5 |
| (b) Individuals (high net worth individuals) | 225 | 299.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 106.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,646 | 650.0 |
| By Discretionary | ||
| Discretionary | 2,596 | 545.5 |
| Non-Discretionary | 50 | 104.6 |
| Total | 2,646 | 650.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 650.0 | |
| Total | 2,646 | 650.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802105] | |
| 13F-HR | [0001822587] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copper Harbor Investment Advisors LLC
✚
|
WI | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
Financial Insights Inc
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|
WA | 0.7 |
|
Strategic Planning Group LLC
✚
|
UT | 0.7 |
|
Wealth Management Associates Inc
✚
|
NJ | 0.6 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.6 |
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |