STONEGATE INVESTMENT GROUP, LLC - Financial Advisor in Alabama, Birmingham

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

About 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

Firm CRD#:

314889

Firm SEC#:

801-121509

Assets Under Management:

$5,670,936,072

No. of Clients:

2768

No. of Advisors:

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

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