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Home > Retirement Planners > texas > southlake > ST. JAMES INVESTMENT COMPANY, LLC
ST. JAMES INVESTMENT COMPANY, LLC
535 S. Kimball Avenue
Suite 140
Southlake, Texas 76092
Tel: 214-484-7250
About ST. JAMES INVESTMENT COMPANY, LLC
ST JAMES INVESTMENT COMPANY, LLC, formally registered with the SEC as ST JAMES INVESTMENT COMPANY, LLC. The firm was established in 02/14/2003. They have over 1 offices throughout the country.
ST. JAMES INVESTMENT COMPANY, LLC is a Southlake, Texas based Financial Planning firm with nearly $661,939,121 assets under management, offering retirement planning & investment advisory services to 1288 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124777 |
| SEC# | 801-61779 |
| Assets Managed by Firm | $661,939,121 |
| No. of Clients | 1288 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1288 | $661,939,121 |
| Individuals (other than high net worth individuals) | 140 | $26,830,547 |
| High net worth individuals | 149 | $111,258,274 |
| Pension and profit sharing plans | 2 | $1,635,089 |
| Charitable organizations | 1 | $1,167,462 |
| Other investment advisers | 18 | $414,711,962 |
| Corporations or other businesses | 8 | $6,538,906 |
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