STONEWALL ASSET MGMT., INC.

RIASEC Registered

Total AUM

$39.4M

Discretionary

$39.1M

99% of AUM

Avg account

$474K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ROSWELL, Georgia
CRD number: 125703
Website: www.stonewallasset.com
Custodians: RAYMOND JAMES TRUST COMPANY OF NH, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals73.65%
HNWI26.35%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stonewall Asset Management, Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers—functions consistent with a firm that acts as a capital allocator rather than a single-strategy manager. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. Stonewall does not identify itself as an active ESG investor and is not documented as a multi-state adviser or pension consultant.