RIA Intel›Advisers›Arizona›STONEWALL EQUITIES, LTD.

STONEWALL EQUITIES, LTD.

Advisory

AZ

Data as of Mar 26, 2020 · Source: SEC Form ADV

Average account

$338K

across 26 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2020.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$6M

Non-Discretionary AUM$3M

Discretionary %67.7%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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ASSET ADMINISTRATION GROUP U S.,INC.

$9M

EAST VALLEY WEALTH LLC`

$9M

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