S
$39.4M Total AUM
$39.1M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
20 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2006
- Office Locations
- 1
Office Locations
1401 Bombay Lane Roswell GA
About Stonewall Asset Mgmt., Inc.
Stonewall Asset Mgmt., Inc. is a Roswell-based RIA. The firm has been operating for 20 years. Managing $39.4M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
70 AVG AGE
$19.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
20.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
HEIDI FRICKS MULLING
Chief Financial Officer
- CRD
- #2663993
- Ownership
- 50% but less than 75%
Available
Available
Available
MICHAEL FRANCIS MULLING
Registered Principal
- CRD
- #816376
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,119,769 | -- |
| Non-Discretionary | $236,773 | -- |
| Total | $39,356,542 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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