Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > alabama > birmingham > STONEGATE INVESTMENT GROUP, LLC
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 $4,123,618,203 assets under management, offering retirement planning & investment advisory services to 2425 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 314889 |
| SEC# | 801-121509 |
| Assets Managed by Firm | $4,123,618,203 |
| No. of Clients | 2425 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2425 | $4,123,618,203 |
| Individuals (other than high net worth individuals) | 435 | $321,072,208 |
| High net worth individuals | 200 | $3,275,043,511 |
| Pension and profit sharing plans | 56 | $30,948,942 |
| Corporations or other businesses | 103 | $465,378,542 |
More Retirement Planning firms in Birmingham, Alabama:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $25,621,167,078 | 70 | 20 | |
| $15,576,353,344 | 2 | 29 | |
| $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 |
| $6,097,070,330 | 978 | 39 |
Explore More Retirement Advisors in Birmingham, Alabama