6700 Arlington Blvd
Falls Church, Virginia 22042
Tel: 703-533-2500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105861 |
SEC# | 801-123515 |
Assets Managed by Firm | $85,706,843 |
No. of Clients | 260 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 260 | $85,706,843 |
Individuals (other than high net worth individuals) | 54 | $22,478,877 |
High net worth individuals | 64 | $63,227,966 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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