Overview
Assets Under Management: $5.7 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 451
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 451
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.94
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 2,768
Discretionary Accounts: 1,912
Non-Discretionary Accounts: 856
Regulatory Filings
CRD Number: 314889
Last Filing Date: 2025-02-24 00:00:00
Website: https://stonegateig.com