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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 $4,123,618,203 in assets under management and provides investment advisory services for 2425 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Portfolio Management for pooled Investment , Pension Consulting Services , Selection of Other Advisors

Fee Structure:

A Percentage of AUM, Fixed Fees

Firm CRD#:

314889

SEC#:

801-121509

No. of Clients:

2425

Assets under Management

$4,123,618,203

No. of Advisors:

13

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