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SA STONE INVESTMENT ADVISORS INC.

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

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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 StatusApproved
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 ClientsAUM
Firm Total10844$2,530,194,219
Individuals (other than high net worth individuals)6560$1,419,584,502
High net worth individuals496$1,047,539,163
Charitable organizations3$9,101,624
Corporations or other businesses71$53,968,930
Inquire with SA STONE INVESTMENT ADVISORS INC.

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REGIONS INVESTMENT MANAGEMENT, INC.
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HARBERT FUND ADVISORS, INC.
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VULCAN VALUE PARTNERS LLC
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ARLINGTON PARTNERS LLC
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Birmingham, AL, 35203
$6,097,070,33097839

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