535 S. Kimball Avenue
Suite 140
Southlake, Texas 76092
Tel: 214-484-7250
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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