STONEGATE INVESTMENT GROUP, LLC

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

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 Status	Approved
Firm CRD#	314889
SEC#	801-121509
Assets Managed by Firm	$5,670,936,072
No. of Clients	2768
No. of Advisors	14

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 Clients	AUM
Firm Total	2768	$5,670,936,072
Individuals (other than high net worth individuals)	858	$359,198,187
High net worth individuals	451	$4,646,911,229
Pension and profit sharing plans	52	$39,073,863
Corporations or other businesses	141	$622,082,793

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.