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Cornerstone Planning Group Inc.

● SEC registered since 2020CRD 307189SEC# 801-118222Fairfield, NJ
Export (members)
Reg. AUM
$650M
Employees
19
Accounts
2,646
Location
Fairfield, NJ

Cornerstone Planning Group Inc. assets under management

Cornerstone Planning Group Inc. is an investment advisory firm registered with the SEC based in Fairfield, NJ. The firm has been registered since 2020. It reports $650 million in regulatory assets under management and employs 19 people.
www.cspgllc.comView on SEC.gov ↗

Cornerstone Planning Group Inc. owners & executives

2 reported
NameTitleOwnershipSince
Carmine Corino ControlOwner,Over 75%2020
Walter Alan Gilmore ControlCcoUnder 5%2021

Frequently asked questions

How much does Cornerstone Planning Group Inc. manage?

Cornerstone Planning Group Inc. reports $650 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Planning Group Inc. have?

Cornerstone Planning Group Inc. reports 19 employees.

Where is Cornerstone Planning Group Inc. located?

Cornerstone Planning Group Inc. is based in Fairfield, NJ and has been SEC-registered since 2020.

Does Cornerstone Planning Group Inc. disclose fund performance?

Cornerstone Planning Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address350 Passaic Avenue, Suite 201, Fairfield, NJ 07004
Phone973-487-3220
Fax973-512-2851
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$545.5M
Non-discretionary$104.6M
Total (RAUM)$650M