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
| Title | Chief Wealth Strategist, Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Stonegate Investment Group, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |