Overview
Assets Under Management: $322 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 221
Average Client Assets: $1.4 million
Frequently Asked Questions
STONEGATE CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113843), STONEGATE CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
STONEGATE CAPITAL ADVISORS, LLC is headquartered in SCOTTSDALE, AZ.
STONEGATE CAPITAL ADVISORS, LLC serves 221 high-net-worth clients according to their SEC filing dated May 08, 2018. View client details ↓
According to their SEC Form ADV, STONEGATE CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STONEGATE CAPITAL ADVISORS, LLC manages $322 million in client assets according to their SEC filing dated May 08, 2018.
According to their SEC Form ADV, STONEGATE CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.48%
Average Client Assets: $1.4 million
Total Client Accounts: 241
Discretionary Accounts: 241
Regulatory Filings
CRD Number: 113843
Filing ID: 1216689
Last Filing Date: 2018-05-08 12:40:00