Stonegate Capital Advisors, LLC
Stonegate Capital Advisors, LLC (CRD# 113843) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $374,000,000 in 1,250 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Stonegate Capital Advisors, LLC
By the Numbers
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Total Assets Under Management374MILLION
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Total Number of Accounts1,250ACCOUNTS
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Average Account Value$299,200
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, TX
Financial Advisors at Stonegate Capital Advisors, LLC
No Advisor Found.
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