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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