Stonegate Financial
Investment Management • 
Cary, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 204 Towne Village Dr, Cary, North Carolina 27513, US |
| Phone number | +19194603989 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2005 |
| Employees | 1-10 |
Key Contact at Stonegate Financial
Terry Wiles
President
Stonegate Financial Email Formats
Stonegate Financial uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@sgfnc.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sgfnc.com | 62.5% |
{first initial}.{last name} | j.doe@sgfnc.com | 37.5% |
About Stonegate Financial
Established in 2005, Stonegate Financial began with a simple vision to place client interests first. We’ve assembled a team of like-minded professionals dedicated to treating individuals and families with a high level of concern and respect. Though we are skilled in comprehensive planning and asset management, the first investment we make is in our relationship with you. We understand the correlation between your financial goals and the life you want to lead. We’re motivated to learn about the people you cherish and milestones you hope to reach. Helping you pursue financial freedom requires a partnership that emphasizes the value of your dreams and brings purpose to your prosperity. OUR TEAM APPROACH We work with you to look ahead and create a plan that will help you reach your short and long-term goals. When you partner with us, you don’t just have access to one advisor; you have the benefit of a team that counsels and coordinates to understand your unique situation. We’re intentionally multi-generational so that we can work with you not just to retirement, but through retirement, and for the rest of your life. Stonegate Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Stonegate Financial revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stonegate Financial has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Stonegate Financial has never raised funding before.
Stonegate Financial Tech Stack
Discover the technologies and tools that power Stonegate Financial's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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