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STONEGATE INVESTMENT GROUP, LLC

Tel: (205) 963-0840
2005 Stonegate Trail
Suite # 101
Birmingham, Alabama  35242

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STONEGATE INVESTMENT GROUP, LLC

STONEGATE INVESTMENT GROUP, LLC is a Birmingham, Alabama based financial advisory firm with nearly $5,670,936,072 in assets under management and provides investment advisory services for 2768 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

314889

SEC#:

801-121509

No. of Clients:

2768

Assets under Management

$5,670,936,072

No. of Advisors:

14

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