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Building 2STONEGATE CAPITAL ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone602-953-8450
NotebookSEC #801-68121
Total AUM
$374M
Employees
9
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6263 N SCOTTSDALE RD
STE295
SCOTTSDALE
AZ 85250
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
602-953-8450

ReceiptFinancials

Total AUM
$374M
Accounts
1,250
Discretionary
$374M
Accounts
1,250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
257
AUM
$347M
Pension/Profit Sharing Plan Clients
17
AUM
$21M
Charitable Organization Clients
6
AUM
$6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOTX

HandshakeAffiliates

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

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