Cornerstone Planning Group Inc.
● SEC registered since 2020CRD 307189SEC# 801-118222Fairfield, NJ
Reg. AUM
$951.8M
Employees
21
Accounts
3,043
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 $951.8 million in regulatory assets under management and employs 21 people.
Cornerstone Planning Group Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmine Corino Control | Owner, | Over 75% | 2020 |
| Jon Anthony Tarno Control | Chief Operating Officer | Under 5% | 2024 |
| Walter Alan Gilmore | Cco | Under 5% | 2021 |
Frequently asked questions
How much does Cornerstone Planning Group Inc. manage?
Cornerstone Planning Group Inc. reports $951.8 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Planning Group Inc. have?
Cornerstone Planning Group Inc. reports 21 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
| Address | 350 Passaic Avenue, Suite 201, Fairfield, NJ 07004 |
| Phone | 973-487-3220 |
| Fax | 973-512-2851 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$951.8M▲ 46%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$951.8Mregulatory AUM
Discretionary $796.4MNon-discretionary $155.4M