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Building 2STONE WALL FINANCIAL

Map pinSAN ANTONIO, TX
Phone(210) 321-9300, EXT. 101
NotebookSEC #801-130703
Total AUM
$2M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 E. SONTERRA BLVD
SUITE 375
SAN ANTONIO
TX 78258
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(210) 321-9300, EXT. 101

ReceiptFinancials

Total AUM
$2M
Accounts
4
Discretionary
$2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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