Stonewall Equities, Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 130015
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.28%
- Corporations / Businesses22.76%
- Individuals22.27%
- Pension & Profit Sharing Plans7.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stonewall Equities, Ltd. is an independent registered investment advisor that caters to both individual and institutional clients. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and small businesses, as well as pension consulting services. With a focus on personalized financial strategies, Stonewall Equities strives to meet the diverse needs of its clientele. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities25%
- Non-Exchange Traded Equities15%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1Frederick Schubert
CEOCRD 4547764
Contacts
1 of 1
Jaynie Schubert
PartnerCRD 4777658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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