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Home > Retirement Planners > georgia > roswell > ST. JOHN & ASSOCIATES, INC.
ST. JOHN & ASSOCIATES, INC.
500 Sun Valley Drive Suite D-3 & D-4
Roswell, Georgia 30076-1441
Tel: 770-642-7631
About ST. JOHN & ASSOCIATES, INC.
ST JOHN & ASSOCIATES, INC, formally registered with the SEC as ST JOHN & ASSOCIATES, INC. The firm was established in 06/11/2021. They have over 1 offices throughout the country.
ST. JOHN & ASSOCIATES, INC. is a Roswell, Georgia based Financial Planning firm with nearly $116,089,822 assets under management, offering retirement planning & investment advisory services to 675 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124778 |
| SEC# | 801-121426 |
| Assets Managed by Firm | $116,089,822 |
| No. of Clients | 675 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (RETAINERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 675 | $116,089,822 |
| Individuals (other than high net worth individuals) | 99 | $28,601,362 |
| High net worth individuals | 40 | $82,878,508 |
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