STONEWALL ASSET MGMT., INC.
STONEWALL ASSET MGMT., INC. is a reputable financial advisory firm that has been serving clients for over a decade. With a team of highly skilled and experienced financial experts, the firm has helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice to clients based on their unique goals and objectives
- Offers a wide range of financial services to meet the diverse needs of clients
- Has a team of experienced and knowledgeable financial experts who stay updated with the latest market trends and regulations
- Works towards building long-term relationships with clients to ensure their financial success
Facts and Insights
STONEWALL ASSET MGMT., INC. strives to educate clients about the financial world and help them make informed decisions. With their extensive knowledge and expertise, they provide valuable insights on various financial matters, including investment strategies, retirement planning, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 12 years |
Financial Services Offered
STONEWALL ASSET MGMT., INC. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
The firm caters to a wide range of clients, including individuals, families, small business owners, and corporations. They provide customized solutions based on the unique needs and goals of each client.
Fees & Compensation
STONEWALL ASSET MGMT., INC. charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the advisor with those of the clients, as the firm’s compensation depends on the performance of the client’s portfolio.
Background
The firm was founded in 2008 by a group of experienced financial professionals with the goal of providing high-quality financial advice to individuals and businesses. Since then, STONEWALL ASSET MGMT., INC. has grown steadily and has gained a reputation for its exceptional service and proven track record of success.
Financial Advisor Disclosures to Know
STONEWALL ASSET MGMT., INC. follows strict ethical standards and regulations set by the Securities and Exchange Commission (SEC). As a registered investment advisor, the firm is required to disclose any potential conflicts of interest to its clients. They also provide clients with a Form ADV, which outlines their services, fees, and any disciplinary actions taken against the firm.