|
⚲
|
| St James Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 283880 |
| SEC # | 801-107821 |
| CIK # | 0001901055 |
| AUM | $68.7 MM (2024-03-22) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 631-979-6520 |
| Address | 414 Main Street Port Jefferson, NY 11777 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 36.6 |
| (b) Individuals (high net worth individuals) | 32 | 26.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 68.7 |
| By Discretionary | ||
| Discretionary | 8 | 68.6 |
| Non-Discretionary | 208 | 0.1 |
| Total | 216 | 68.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.7 | |
| Total | 216 | 68.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001901055] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - WPA LLC
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|
NY | 0.1 |
|
Opportunus Wealth Management LLC
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|
WA | 0.1 |
|
Royale Asset Management LLC
✚
|
NY | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
IN | 0.1 |
|
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |