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STONEWALL ASSET MGMT., INC.

CRD 125703

Visit website

1401 BOMBAY LANE, ROSWELL, GA, 30076, United States

Phone

770-667-5767

Fax

770-667-5769

Registration

— (—)

Source

State registered

Total AUM

$39.4M

Discretionary AUM

$39.1M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER/MANAGER FEES

Org form

Corporation

Filing date

2026-03-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals32$29.0M
High net worth individuals3$10.4M

All web addresses on file

Official SEC filing: View on IAPD