Stonewall Asset Mgmt., Inc.

Stonewall Asset Mgmt., Inc. (CRD# 125703) is a financial advisory firm headquartered in Roswell, GA. They manage $55,000,000 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $196,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Stonewall Asset Mgmt., Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Heidi F. Mulling
CRD#: 2663993
1401 Bombay Lane, Roswell, GA 30076
96
Wealthminder
score

Heidi Mulling (CRD# 2663993) is an Investment Advisor Representative working at Stonewall Asset Mgmt., Inc. in Roswell, GA and has over 20 years of experience in the finance industry. Heidi Mulling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael F. Mulling
CRD#: 816376
1401 Bombay Lane, Roswell, GA 30076
93
Wealthminder
score

Michael Mulling (CRD# 816376) is an Investment Advisor Representative working at Stonewall Asset Mgmt., Inc. in Roswell, GA and has over 35 years of experience in the finance industry.

3
Charles T. Mulling
CRD#: 5812392
1401 Bombay Lane, Roswell, GA 30076
90
Wealthminder
score

Charles Mulling (CRD# 5812392) is an Investment Advisor Representative working at Stonewall Asset Mgmt., Inc. in Roswell, GA and has over 3 years of experience in the finance industry.

4
Kathy F. Hammock
CRD#: 1307760
Forsyth, GA
83
Wealthminder
score

Kathy Hammock (CRD# 1307760) is an Investment Advisor Representative working at Stonewall Asset Mgmt., Inc. in Forsyth, GA and has over 32 years of experience in the finance industry.

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