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Home > Retirement Planners > florida > jacksonville > ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
7915 Baymeadows Way
Suite 230
Jacksonville, Florida 32256
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 $280,830,060 assets under management, offering retirement planning & investment advisory services to 548 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169538 |
| SEC# | 801-78956 |
| Assets Managed by Firm | $280,830,060 |
| No. of Clients | 548 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 548 | $280,830,060 |
| Individuals (other than high net worth individuals) | 110 | $25,557,329 |
| High net worth individuals | 97 | $240,861,272 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,930,005 |
| Charitable organizations | Fewer than 5 clients | $9,029,655 |
| Corporations or other businesses | Fewer than 5 clients | $1,451,799 |
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