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STONEGATE INVESTMENT GROUP, LLC

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

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About STONEGATE INVESTMENT GROUP, LLC

STONEGATE INVESTMENT GROUP, LLC, formally registered with the SEC as STONEGATE INVESTMENT GROUP, LLC. The firm was established in 06/15/2021. They have over 2 offices throughout the country.

STONEGATE INVESTMENT GROUP, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $5,670,936,072 assets under management, offering retirement planning & investment advisory services to 2768 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314889
SEC#801-121509
Assets Managed by Firm$5,670,936,072
No. of Clients2768
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Fixed fees

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

Firm Client Information

No. of ClientsAUM
Firm Total2768$5,670,936,072
Individuals (other than high net worth individuals)858$359,198,187
High net worth individuals451$4,646,911,229
Pension and profit sharing plans52$39,073,863
Corporations or other businesses141$622,082,793

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