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STONEX ADVISORS INC.
BIRMINGHAM, AL
800-292-2411
SEC #801-80747Total AUM
$5.1B
Employees
220Clients
9,843Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 PERIMETER PARK SOUTH
SUITE 500 WEST
BIRMINGHAM
AL 35243
United States
SUITE 500 WEST
BIRMINGHAM
AL 35243
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
800-292-2411
Other Offices
155
Financials
Total AUM
$5.1B
Accounts
15,487Discretionary
$3.8B
Accounts
11,545Non-Discretionary
$1.3B
Accounts
3,942
Clients
Individual Clients
8,721AUM
$2.3B
HNW Individual Clients
1,020AUM
$2.6B
Charitable Organization Clients
3AUM
$3.7M
Government Entity Clients
3AUM
$85.8M
Corporation or Business Clients
96AUM
$122.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.