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James Walter Allen

Chief Wealth Strategist, PartnerStonegate Investment Group, LLCCRD 4879505

About James Walter Allen

James Walter Allen is listed as Chief Wealth Strategist, Partner at Stonegate Investment Group, LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Under 5%. James Walter Allen is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Stonegate Investment Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Walter Allen work?

James Walter Allen is listed as Chief Wealth Strategist, Partner at Stonegate Investment Group, LLC on SEC Form ADV.

How much of Stonegate Investment Group, LLC does James Walter Allen own?

Form ADV reports a beneficial ownership band of Under 5%.

Stonegate Investment Group, LLC

TitleChief Wealth Strategist, Partner
OwnershipUnder 5%
Control personYes
Since2021
View Stonegate Investment Group, LLC →

Stonegate Investment Group, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2021
View Stonegate Investment Group, LLC →