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Building 2STONEGATE WEALTH MANAGEMENT, LLC

Map pinCARY, NC
Phone919-654-6898
NotebookSEC #801-63331
Total AUM
$54.3M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 REGENCY PARKWAY
CARY
NC 27518
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
919-654-6898

ReceiptFinancials

Total AUM
$54.3M
Accounts
72
Discretionary
$54.3M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$54.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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

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