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Building 2STONEWALL ADVISORY

Map pinLEXINGTON, KY
Phone859-309-9791
NotebookSEC #801-70633
Total AUM
$18M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
836 EUCLID AVENUE, SUITE 303
LEXINGTON
KY 40502
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
859-309-9791

ReceiptFinancials

Total AUM
$18M
Accounts
65
Discretionary
$0
Accounts
0
Non-Discretionary
$18M
Accounts
65

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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