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Stonegate Investment Group

EST. AUM
$5,670,936,072

CONTACTS
9

CLIENT ACCOUNTS
2,768

Firm Details

Metro area Birmingham
CRD Number 314889
Website stonegateig.com
Client types

Overview

Stonegate Investment Group is an independent SEC-registered investment advisory firm that works with a select group of clients who have amassed significant assets and continue to put their wealth to use in amazing ways on behalf of their families, communities and the world. Delivering unconstrained advice and highly personal wealth management and investment solutions to achieve your goals. The firm recently joined NewEdge Advisors through its pillar channel model, a W-2 affiliation designed for established advisory teams.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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