STONEX ADVISORS INC.

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

About STONEX ADVISORS INC.

STONEX ADVISORS INC, formally registered with the SEC as STONEX ADVISORS INC. The firm was established in 12/17/2014. They have over 148 offices throughout the country.

STONEX ADVISORS INC. is a Birmingham, Alabama based Financial Planning firm with nearly $4,515,278,523 assets under management, offering retirement planning & investment advisory services to 14988 clients. The firm is staffed with 233 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174182
SEC#	801-80747
Assets Managed by Firm	$4,515,278,523
No. of Clients	14988
No. of Advisors	233

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	14988	$4,515,278,523
Individuals (other than high net worth individuals)	8958	$2,196,316,252
High net worth individuals	836	$2,190,461,525
Charitable organizations	3	$3,165,357
Corporations or other businesses	97	$125,335,389

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

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