ST. JAMES INVESTMENT ADVISORS, LLC

414 Main Street
Suite 205
Port Jefferson, New York 11777
Tel: (631) 979-6520

About ST. JAMES INVESTMENT ADVISORS, LLC

ST JAMES INVESTMENT ADVISORS, LLC, formally registered with the SEC as ST JAMES INVESTMENT ADVISORS, LLC. The firm was established in 05/18/2016. They have over 2 offices throughout the country.

ST. JAMES INVESTMENT ADVISORS, LLC is a Port Jefferson, New York based Financial Planning firm with nearly $46,466,489 assets under management, offering retirement planning & investment advisory services to 137 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283880
SEC#	801-107821
Assets Managed by Firm	$46,466,489
No. of Clients	137
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SUB ADVISER SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	137	$46,466,489
Individuals (other than high net worth individuals)	91	$15,998,697
High net worth individuals	20	$21,568,109
Pension and profit sharing plans	25	$8,853,782
Corporations or other businesses	1	$45,901

More Retirement Planning firms in Port Jefferson, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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