St. James Investment Company Review


Trust Score 97%
Trust Score info_outline

Last updated: June 11th, 2019. Data source: SEC filings.

St. James Investment Company, federally registered in 2003, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff of 5 advisors. St. James Investment Company manages $1.2 billion and provides investment advisory services for 2,288 clients (1:458 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $526,129
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:458
Headquarters Dallas, TX
SEC Filings Forms and Brochures    (CRD # 124777)
State(s) Registered AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, VT, VA, WA, WI


Questions & Answers



Get answers about St. James Investment Company


Ask a question question_answer


Share Firm Profile