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Home > Retirement Planners > virginia > falls church > THE SCOTT S. JAMES COMPANY
THE SCOTT S. JAMES COMPANY
6700 Arlington Blvd
Falls Church, Virginia 22042
Tel: 703-533-2500
About THE SCOTT S. JAMES COMPANY
THE SCOTT S JAMES COMPANY, formally registered with the SEC as THE SCOTT S JAMES COMPANY. The firm was established in 03/25/2022. They have over 1 offices throughout the country.
THE SCOTT S. JAMES COMPANY is a Falls Church, Virginia based Financial Planning firm with nearly $91,553,175 assets under management, offering retirement planning & investment advisory services to 248 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105861 |
| SEC# | 801-123515 |
| Assets Managed by Firm | $91,553,175 |
| No. of Clients | 248 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 248 | $91,553,175 |
| Individuals (other than high net worth individuals) | 52 | $12,328,379 |
| High net worth individuals | 64 | $79,224,796 |
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|---|---|---|---|
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| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
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