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ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

4500 Salisbury Rd
Suite 350
Jacksonville, Florida 32216
Tel: 904-379-7903

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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 StatusApproved
Firm CRD#169538
SEC#801-78956
Assets Managed by Firm$342,491,722
No. of Clients577
No. of Advisors6

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 ClientsAUM
Firm Total577$342,491,722
Individuals (other than high net worth individuals)120$30,502,641
High net worth individuals103$300,625,670
Charitable organizationsFewer than 5 clients$11,363,411

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