SA STONE INVESTMENT ADVISORS INC.

2 Perimeter Park South
Suite 500 West
Birmingham, Alabama 35243
Tel: 800-292-2411

About SA STONE INVESTMENT ADVISORS INC.

SA STONE INVESTMENT ADVISORS INC, formally registered with the SEC as SA STONE INVESTMENT ADVISORS INC. The firm was established in 12/17/2014. They have over 174 offices throughout the country.

SA STONE INVESTMENT ADVISORS INC. is a Birmingham, Alabama based Financial Planning firm with nearly $2,530,194,219 assets under management, offering retirement planning & investment advisory services to 10844 clients. The firm is staffed with 282 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174182
SEC#	801-80747
Assets Managed by Firm	$2,530,194,219
No. of Clients	10844
No. of Advisors	282

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	10844	$2,530,194,219
Individuals (other than high net worth individuals)	6560	$1,419,584,502
High net worth individuals	496	$1,047,539,163
Charitable organizations	3	$9,101,624
Corporations or other businesses	71	$53,968,930

Inquire with SA STONE INVESTMENT ADVISORS INC.

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$25,621,167,078	70	20
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,104,824,585	57	165
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$8,102,484,548	476	55
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	$6,097,070,330	978	39

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