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STONEGATE INVESTMENT GROUP, LLC
STONEGATE INVESTMENT GROUP, LLC
BIRMINGHAM, Alabama
·
9 registered advisors
·
CRD# 314889
SEC# 801-121509
1
(205) 963-0840
01
Firm Overview
AUM
$4.6B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at STONEGATE INVESTMENT GROUP, LLC
9 registered advisors
Christopher J Compton
BIRMINGHAM, Alabama
CRD# 4804076
Harry Lawrence Cowley
BIRMINGHAM, Alabama
CRD# 5148178
James Walter Allen
BIRMINGHAM, Alabama
CRD# 4879505
Jerry Gale Duncan
BIRMINGHAM, Alabama
CRD# 802477
Kimberly P Harless
BIRMINGHAM, Alabama
CRD# 2428070
Mark Francis Sommer
BIRMINGHAM, Alabama
CRD# 2525917
Matthew Crisman Brown
BIRMINGHAM, Alabama
CRD# 5456043
Tony Randall Smith
BIRMINGHAM, Alabama
CRD# 2223813
William Everette Richardson
BIRMINGHAM, Alabama
CRD# 375865
05
Office Locations
BIRMINGHAM, Alabama
9 advisors
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Data sourced from SEC Form ADV filings. STONEGATE INVESTMENT GROUP, LLC (CRD# 314889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.