Stonegate Investment Group, Llc
Birmingham, Alabama
2.3
3 Reviews
Stonegate Investment Group, LLC is a prominent investment advisory firm headquartered in Birmingham, AL. With two local offices, they offer comprehensive financial solutions to their clients. With a team of 13 professionals, including 11 dedicated investment advisors, Stonegate Investment Group, LLC provides expert guidance and personalized service. Impressively, each investment advisor at Stonegate Investment Group, LLC manages an average of approximately $374,870,000 in assets under management. This figure surpasses the industry average, highlighting the firm's ability to handle substantial portfolios and deliver exceptional re...
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Assets Under Mgmt

$4.12B

Investment Professionals

11

Locations

1

% 401K & Individual

8%

% Discretionary

84%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Selection of other advisers
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