Stonegate Investment Group, LLC
Stonegate Investment Group, LLC (CRD# 314889) is a financial advisory firm headquartered in Birmingham, AL. They manage $4,648,684,884 in 2,572 accounts and serve the financial needs of clients across 18 states (or territories).
-
Total Assets Under Management4,649MILLION
-
Total Number of Accounts2,572ACCOUNTS
-
Average Account Value$1,807,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, LA, MA, MD, NC, NH, NV, OH, OK, PA, SC, TN, TX, VA
James Allen (CRD# 4879505) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 18 years of experience in the finance industry.
Matthew Brown (CRD# 5456043) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 16 years of experience in the finance industry.
Christopher Compton (CRD# 4804076) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 19 years of experience in the finance industry.
Jerry Duncan (CRD# 802477) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.
Kimberly Harless (CRD# 2428070) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
Tony Smith (CRD# 2223813) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 32 years of experience in the finance industry.
Cynthia Thomas (CRD# 1218604) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 39 years of experience in the finance industry.
Brian Compton (CRD# 6272821) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 10 years of experience in the finance industry.
Thomas Joy (CRD# 2379862) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 30 years of experience in the finance industry.
Natalie Manning (CRD# 6005444) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.