Michael Mulling is a registered investment advisor at Stonewall Asset Mgmt., INC., based in Roswell, GA, with 50 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning. Their firm serves 36 clients with $38M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Stonewall Asset Management offers investment advisory services through various programs administered by Raymond James & Associates. These programs include Passport, Raymond James Consulting Services, Freedom, and Freedom UMA Strategies. Fees vary depending on the program and the amount you invest. The fees are paid quarterly in advance and are based on the value of your account. All fees are negotiable.
Location
1401 Bombay Lane, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an advisor, officer, president, and owner/proprietor of Stonewall Asset Management, Inc., an independent RIA, since 2020. He manages assets, performs financial planning, and handles compliance duties, dedicating about half of his time to this business.
Employment History
Current Registrations
Stonewall Asset Mgmt., INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
J.C. Bradford & CO.Broker
The Robinson-Humphrey Company INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.