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Home > Retirement Planners > florida > jacksonville > ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
4500 Salisbury Rd
Suite 350
Jacksonville, Florida 32216
Tel: 904-379-7903
About ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
ST JOHNS INVESTMENT MANAGEMENT COMPANY, LLC, formally registered with the SEC as ST JOHNS INVESTMENT MANAGEMENT COMPANY, LLC. The firm was established in 03/18/2014. They have over 1 offices throughout the country.
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $342,491,722 assets under management, offering retirement planning & investment advisory services to 577 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169538 |
| SEC# | 801-78956 |
| Assets Managed by Firm | $342,491,722 |
| No. of Clients | 577 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 577 | $342,491,722 |
| Individuals (other than high net worth individuals) | 120 | $30,502,641 |
| High net worth individuals | 103 | $300,625,670 |
| Charitable organizations | Fewer than 5 clients | $11,363,411 |
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