Active
CORNERSTONE PLANNING GROUP
Investment Advice|FAIRFIELD, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$650M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 545.5M |
| Non-Discretionary | 104.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 307189 |
| SEC Number | 801-118222 |
| Street Address | 350 PASSAIC AVENUE |
| Street Address 2 | SUITE 201 |
| Location | FAIRFIELD, NJ 07004 |
| Country | United States |
| Phone | 973-487-3220 |
| Fax | 973-512-2851 |
| Total Employees | 19 |
Client Count by Type (1,093 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 808 |
| High Net Worth Individual… | 225 |
| Pension/Profit Sharing Pl… | 52 |
| Corporations/Businesses | 8 |
Community Partners
BOROUGH OF CALDWELL
BOROUGH OF ESSEX FELLS
BOROUGH OF GLEN RIDGE
BOROUGH OF NORTH CALDWELL
BOROUGH OF ROSELAND
CITY OF NEWARK
COUNTY OF ESSEX
TOWNSHIP OF BELLEVILLE
TOWNSHIP OF BLOOMFIELD
TOWNSHIP OF CEDAR GROVE
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF IRVINGTON
TOWNSHIP OF LIVINGSTON
TOWNSHIP OF MAPLEWOOD
TOWNSHIP OF MILLBURN
TOWNSHIP OF MONTCLAIR
TOWNSHIP OF NUTLEY
TOWNSHIP OF ORANGE CITY
TOWNSHIP OF SOUTH ORANGE VILLAGE
TOWNSHIP OF VERONA
BOROUGH OF CALDWELL
BOROUGH OF ESSEX FELLS
BOROUGH OF GLEN RIDGE
BOROUGH OF NORTH CALDWELL
BOROUGH OF ROSELAND
CITY OF NEWARK
COUNTY OF ESSEX
TOWNSHIP OF BELLEVILLE
TOWNSHIP OF BLOOMFIELD
TOWNSHIP OF CEDAR GROVE
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF IRVINGTON
TOWNSHIP OF LIVINGSTON
TOWNSHIP OF MAPLEWOOD
TOWNSHIP OF MILLBURN
TOWNSHIP OF MONTCLAIR
TOWNSHIP OF NUTLEY
TOWNSHIP OF ORANGE CITY
TOWNSHIP OF SOUTH ORANGE VILLAGE
TOWNSHIP OF VERONA
BOROUGH OF CALDWELL
BOROUGH OF ESSEX FELLS
BOROUGH OF GLEN RIDGE
BOROUGH OF NORTH CALDWELL
BOROUGH OF ROSELAND
CITY OF NEWARK
COUNTY OF ESSEX
TOWNSHIP OF BELLEVILLE
TOWNSHIP OF BLOOMFIELD
TOWNSHIP OF CEDAR GROVE
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF IRVINGTON
TOWNSHIP OF LIVINGSTON
TOWNSHIP OF MAPLEWOOD
TOWNSHIP OF MILLBURN
TOWNSHIP OF MONTCLAIR
TOWNSHIP OF NUTLEY
TOWNSHIP OF ORANGE CITY
TOWNSHIP OF SOUTH ORANGE VILLAGE
TOWNSHIP OF VERONA
Municipal Government
22 Active
22
Organizations
HUDSON-ESSEX-PASSAIC SOIL CONSERVATION DISTRICT
PASSAIC VALLEY SEWERAGE DISTRICT
HUDSON-ESSEX-PASSAIC SOIL CONSERVATION DISTRICT
PASSAIC VALLEY SEWERAGE DISTRICT
HUDSON-ESSEX-PASSAIC SOIL CONSERVATION DISTRICT
PASSAIC VALLEY SEWERAGE DISTRICT
Special District
2 Active
2
Organizations
BELLEVILLE PUBLIC SCH DIST
BLOOMFIELD TOWN SCH DIST
CALDWELL-W CALDWELL SCH DIST
CEDAR GROVE TWP SCH DIST
EAST ORANGE CITY SCHOOL DISTRICT
ESSEX COUNTY COMMUNITY COLLEGE
ESSEX COUNTY VOCATIONAL SCHOOL
ESSEX FELLS SCH DIST
ESSEX REGIONAL EDUCATION SERVICE COMMISSION
FAIRFIELD PUBLIC SCH DIST
GLEN RIDGE BORO SCH DIST
GRAY CHARTER SCHOOL INC
GREAT OAKS LEGACY CHARTER SCHOOL
IRVINGTON TOWNSHIP SCHOOLS
LIVINGSTON TWP SCH DIST
MARIA L VARISCO ROGERS CHARTER SCHOOL
MILLBURN TWP SCH DIST
MONTCLAIR PUBLIC SCHOOLS
NEWARK CITY SCHOOL SYSTEM
NEWARK EDUCATORS' COMMUNITY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
BELLEVILLE PUBLIC SCH DIST
BLOOMFIELD TOWN SCH DIST
CALDWELL-W CALDWELL SCH DIST
CEDAR GROVE TWP SCH DIST
EAST ORANGE CITY SCHOOL DISTRICT
ESSEX COUNTY COMMUNITY COLLEGE
ESSEX COUNTY VOCATIONAL SCHOOL
ESSEX FELLS SCH DIST
ESSEX REGIONAL EDUCATION SERVICE COMMISSION
FAIRFIELD PUBLIC SCH DIST
GLEN RIDGE BORO SCH DIST
GRAY CHARTER SCHOOL INC
GREAT OAKS LEGACY CHARTER SCHOOL
IRVINGTON TOWNSHIP SCHOOLS
LIVINGSTON TWP SCH DIST
MARIA L VARISCO ROGERS CHARTER SCHOOL
MILLBURN TWP SCH DIST
MONTCLAIR PUBLIC SCHOOLS
NEWARK CITY SCHOOL SYSTEM
NEWARK EDUCATORS' COMMUNITY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
BELLEVILLE PUBLIC SCH DIST
BLOOMFIELD TOWN SCH DIST
CALDWELL-W CALDWELL SCH DIST
CEDAR GROVE TWP SCH DIST
EAST ORANGE CITY SCHOOL DISTRICT
ESSEX COUNTY COMMUNITY COLLEGE
ESSEX COUNTY VOCATIONAL SCHOOL
ESSEX FELLS SCH DIST
ESSEX REGIONAL EDUCATION SERVICE COMMISSION
FAIRFIELD PUBLIC SCH DIST
GLEN RIDGE BORO SCH DIST
GRAY CHARTER SCHOOL INC
GREAT OAKS LEGACY CHARTER SCHOOL
IRVINGTON TOWNSHIP SCHOOLS
LIVINGSTON TWP SCH DIST
MARIA L VARISCO ROGERS CHARTER SCHOOL
MILLBURN TWP SCH DIST
MONTCLAIR PUBLIC SCHOOLS
NEWARK CITY SCHOOL SYSTEM
NEWARK EDUCATORS' COMMUNITY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
School District
29 Active
29
Organizations
100TH MONKEY FOUNDATION
12 TO LIFE
137 EAST ORANGE
18533 MT PLEASANT ELEM PTA
185 WASHINGTON COURT INC
1978 MAPLEWOOD ARTS CENTER
1B1 FOUNDATION INC
1IN6 SUPPORT INC
1 OASIS WAY A NJ NONPROFIT CORPORATION
1ST CEREBRAL PALSY OF NEW JERSEYIN
1ST CEREBRAL PALSY OF NJ, THE
1 WOMAN 4 ALL A NJ NONPROFIT CORPORATION
211 Community Impact
21 BEECHTREE INC
21 GREATER ESSEX ELKS LODGE
2300808 LIVINGSTON AMERICAN LL
28TH SOUTH MOUNTAIN BPSA INC
2 DEGREES FOUNDATION INC
2THE NEXT LEVEL INC
30 MINS WITH JESUS INC
100TH MONKEY FOUNDATION
12 TO LIFE
137 EAST ORANGE
18533 MT PLEASANT ELEM PTA
185 WASHINGTON COURT INC
1978 MAPLEWOOD ARTS CENTER
1B1 FOUNDATION INC
1IN6 SUPPORT INC
1 OASIS WAY A NJ NONPROFIT CORPORATION
1ST CEREBRAL PALSY OF NEW JERSEYIN
1ST CEREBRAL PALSY OF NJ, THE
1 WOMAN 4 ALL A NJ NONPROFIT CORPORATION
211 Community Impact
21 BEECHTREE INC
21 GREATER ESSEX ELKS LODGE
2300808 LIVINGSTON AMERICAN LL
28TH SOUTH MOUNTAIN BPSA INC
2 DEGREES FOUNDATION INC
2THE NEXT LEVEL INC
30 MINS WITH JESUS INC
100TH MONKEY FOUNDATION
12 TO LIFE
137 EAST ORANGE
18533 MT PLEASANT ELEM PTA
185 WASHINGTON COURT INC
1978 MAPLEWOOD ARTS CENTER
1B1 FOUNDATION INC
1IN6 SUPPORT INC
1 OASIS WAY A NJ NONPROFIT CORPORATION
1ST CEREBRAL PALSY OF NEW JERSEYIN
1ST CEREBRAL PALSY OF NJ, THE
1 WOMAN 4 ALL A NJ NONPROFIT CORPORATION
211 Community Impact
21 BEECHTREE INC
21 GREATER ESSEX ELKS LODGE
2300808 LIVINGSTON AMERICAN LL
28TH SOUTH MOUNTAIN BPSA INC
2 DEGREES FOUNDATION INC
2THE NEXT LEVEL INC
30 MINS WITH JESUS INC
Nonprofit Organization
4618 Active
4618
Organizations
Community Partners103 organizations
BOROUGH OF ESSEX FELLS
Municipal Government·ESSEX FELLS
BOROUGH OF GLEN RIDGE
Municipal Government·GLEN RIDGE
BOROUGH OF ROSELAND
Municipal Government·ROSELAND
CITY OF NEWARK
Municipal Government·NEWARK
COUNTY OF ESSEX
Municipal Government·NEWARK
TOWNSHIP OF FAIRFIELD
Municipal Government·FAIRFIELD
TOWNSHIP OF IRVINGTON
Municipal Government·IRVINGTON
TOWNSHIP OF LIVINGSTON
Municipal Government·LIVINGSTON
TOWNSHIP OF MONTCLAIR
Municipal Government·MONTCLAIR
TOWNSHIP OF VERONA
Municipal Government·VERONA
TOWNSHIP OF WEST ORANGE
Municipal Government·WEST ORANGE
GRAY CHARTER SCHOOL INC
School District·NEWARK
GREAT OAKS LEGACY CHARTER SCHOOL
School District·NEWARK
MARIA L VARISCO ROGERS CHARTER SCHOOL
School District·NEWARK
ROBERT TREAT ACADEMY CHARTER SCHOOL INC
School District·NEWARK
100TH MONKEY FOUNDATION
Nonprofit Organization·Bloomfield
12 TO LIFE
Nonprofit Organization·Montclair
137 EAST ORANGE
Nonprofit Organization·WEST CALDWELL
18533 MT PLEASANT ELEM PTA
Nonprofit Organization·LIVINGSTON
185 WASHINGTON COURT INC
Nonprofit Organization·NEWARK
1978 MAPLEWOOD ARTS CENTER
Nonprofit Organization·Maplewood
1B1 FOUNDATION INC
Nonprofit Organization·FAIRFIELD
1IN6 SUPPORT INC
Nonprofit Organization·Montclair
1 OASIS WAY A NJ NONPROFIT CORPORATION
Nonprofit Organization·Verona
1ST CEREBRAL PALSY OF NEW JERSEYIN
Nonprofit Organization·BELLEVILLE
1ST CEREBRAL PALSY OF NJ, THE
Nonprofit Organization·BELLEVILLE
1 WOMAN 4 ALL A NJ NONPROFIT CORPORATION
Nonprofit Organization·MONTCLAIR
211 Community Impact
Nonprofit Organization·Newark
21 BEECHTREE INC
Nonprofit Organization·Livingston
21 GREATER ESSEX ELKS LODGE
Nonprofit Organization·BLOOMFIELD
2300808 LIVINGSTON AMERICAN LL
Nonprofit Organization·LIVINGSTON
28TH SOUTH MOUNTAIN BPSA INC
Nonprofit Organization·Livingston
2 DEGREES FOUNDATION INC
Nonprofit Organization·Maplewood
2THE NEXT LEVEL INC
Nonprofit Organization·Newark
30 MINS WITH JESUS INC
Nonprofit Organization·Newark
3-2-1 SUNSHINE INC
Nonprofit Organization·Caldwell
351 MEDIA MOVEMENT FOUNDATION
Nonprofit Organization·West Orange
361 CF A NJ NONPROFIT CORPORATION
Nonprofit Organization·NEWARK
3 D SINDIDI INC
Nonprofit Organization·West Orange
3TZ ACADEMIC AND LIFE SKILLS PROGRAM
Nonprofit Organization·Newark
425 MT PROSPECT TENANTS ASSOCIATION
Nonprofit Organization·NEWARK
4HUMANITY
Nonprofit Organization·Newark
5TH QUARTER CLUB OF BLOOMFIELD
Nonprofit Organization·BLOOMFIELD
689 SOUTH 16TH STREET CORP
Nonprofit Organization·WEST CALDWELL
701-703 MCCARTER HOLDING COMPANY INC
Nonprofit Organization·NEWARK
7TH & MADISON CARES INC
Nonprofit Organization·Newark
7TH & MADISON CARES INC.
Nonprofit Organization·NEWARK
8TH MASONIC DISTRICT NJ PHA
Nonprofit Organization·Newark
AANGELSNJ INC
Nonprofit Organization·MONTCLAIR
AAPI NJ
Nonprofit Organization·MONTCLAIR
AAPI OF NEW JERSEY INC
Nonprofit Organization·WEST ORANGE
AARP
Nonprofit Organization·Livingston
AAUP BLOOMFIELD COLLEGE CHAPTER
Nonprofit Organization·Bloomfield
AAVE DOULA COLLABORATIVE
Nonprofit Organization·Newark
ABBIES WARRIORS INC
Nonprofit Organization·LIVINGSTON
ABCCNJ
Nonprofit Organization·West Orange
ABENAAVI DOES STEAM
Nonprofit Organization·Newark
ABERDEEN SOLOMON DAVID MEMORIAL SCHOLARSHIP FUND
Nonprofit Organization·NEWARK
ABORIGINAL VANGUARD OUTREACH
Nonprofit Organization·Newark
ABUNDANT HOPE MINISTRIES
Nonprofit Organization·Irvington
ABUNDANT LIFE MINISTRIES INC
Nonprofit Organization·NUTLEY
A BUSHEL AND A PECK FOUNDATION
Nonprofit Organization·Nutley
Abusua Pa Academy Incorporated
Nonprofit Organization·NEWARK
ABYSSINIAN OUTREACH COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·NEWARK
ACADEMIA NORTEAMERICANA DE LA LENGUA ESPANOLA INC
Nonprofit Organization·Bloomfield