$8.8M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
-- Paradise Valley AZ
About Stonewall Equities, Ltd.
Stonewall Equities, Ltd. is a Paradise Valley-based RIA. The firm has been operating for 23 years. Managing $8.8M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$169.0K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FREDERICK EUGENE SCHUBERT
DIRECTOR, Partner, President, Secretary, TREASURER, Vice President
- CRD
- #4547764
- Ownership
- 50% but less than 75%
Available
Available
Available
JAYNIE K. SCHUBERT
DIRECTOR, Partner
- CRD
- --
- 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 | $5,947,773 | -- |
| Non-Discretionary | $2,841,222 | -- |
| Total | $8,788,995 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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