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St James Investment Advisors LLC
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CRD # | 283880 |
SEC # | 801-107821 |
CIK # | 0001901055 |
AUM | $62.4 MM (2023-03-15) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 631-979-6520 |
Address | 414 Main Street Port Jefferson, NY 11777 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 168 | 31.4 |
(b) Individuals (high net worth individuals) | 28 | 24.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 25 | 6.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 222 | 62.4 |
By Discretionary | ||
Discretionary | 216 | 62.3 |
Non-Discretionary | 6 | 0.1 |
Total | 222 | 62.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 62.4 | |
Total | 222 | 62.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001901055] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Main Street Financial Life Advisors LLC
✚
|
NJ | 0.1 |
Driven Investments LLC
✚
|
ID | 0.1 |
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
Layline Advisors LLC
✚
|
NY | 0.1 |
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
Royale Asset Management LLC
✚
|
NY | 0.1 |
Pin Wealth LLC
✚
|
MA | 0.1 |
Weiss Financial Group LLC
✚
|
NY | 0.1 |
Lytle Investment Services Corp
✚
|
NY | 0.1 |