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THE SCOTT S. JAMES COMPANY

6700 Arlington Blvd
Falls Church, Virginia 22042
Tel: 703-533-2500

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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 $85,706,843 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105861
SEC#801-123515
Assets Managed by Firm$85,706,843
No. of Clients260
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total260$85,706,843
Individuals (other than high net worth individuals)54$22,478,877
High net worth individuals64$63,227,966

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