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
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
APTUS CAPITAL ADVISORS, LLC 314 Magnolia Avenue Fairhope, AL, 36532	$5,285,077,689	7056	24

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