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Building 2STONEGATE INVESTMENT GROUP, LLC

Map pinBIRMINGHAM, AL
Phone(205) 963-0840
NotebookSEC #801-121509
Total AUM
$5.7B
Employees
14
Clients
1,504

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2005 STONEGATE TRAIL
SUITE # 101
BIRMINGHAM
AL 35242
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(205) 963-0840
Other Offices
1

ReceiptFinancials

Total AUM
$5.7B
Accounts
2,768
Discretionary
$4.9B
Accounts
1,912
Non-Discretionary
$736.6M
Accounts
856

ContactClients

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Individual Clients
858
AUM
$359.2M
HNW Individual Clients
451
AUM
$4.6B
Pooled Vehicle Clients
2
AUM
$3.7M
Pension/Profit Sharing Plan Clients
52
AUM
$39.1M
Corporation or Business Clients
141
AUM
$622.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMANCNHNVOHOKPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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