STONE WALL FINANCIAL GROUP LLC
Legal name: STONE WALL FINANCIAL
CRD #327726 SEC #801-130703 SAN ANTONIO, TX (210) 321-9300, EXT. 101
SEC Registered
Total AUM
$2M
Discretionary
$2M
Employees
1
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2M | $2M | $0 | 1 | 0 |
| Sep 2025 | $2M | $2M | $0 | 1 | 0 |
| Aug 2025 | $2M | $2M | $0 | 1 | 0 |
| Jul 2025 | $2M | $2M | $0 | 1 | 0 |
| May 2025 | $2M | $2M | $0 | 1 | 0 |
| Jan 2025 | $0 | $0 | $0 | 1 | 0 |
| Dec 2024 | $0 | $0 | $0 | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $1.4M | $1.4M | $0 | 1 | 0 |
DateSep 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees1
Clients0
DateSep 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees1
Clients0