Stonegate Wealth Managment, LLC is a large advisory firm based in Fair Lawn. It manages $159.99 million of regulatory assets for 715 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New Jersey, New York, and Texas.
Stonegate Wealth Managment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and security ratings or pricing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stonegate Wealth Managment, LLC is $159.99 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stonegate Wealth Managment, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Stonegate Wealth Managment, LLC performs its advisory services is located at 16 00 Route 208, Fair Lawn, NJ 07410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-791-0085 or by fax 201-625-6303. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stonegatewealth.com.