St John & Associates Inc

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Assets, Funds, Holdings

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St John & Associates Inc
CRD #124778
SEC #801-121426
CIK #0000024778
AUM $116.1 M (2025-05-22)
Employees 7 (57% Investors, 0% Brokers)
Phone770-642-7631
Address500 Sun Valley Drive Suite D3 D4
Roswell, GA 30076-1441
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
13010478522602005201220192026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 99 28.6
(b) Individuals (high net worth individuals) 40 82.9
(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 0 0.0
(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 0 0.0
(n) Other 14 4.6
Total 675 116.1
By Discretionary
Discretionary 545 111.5
Non-Discretionary 130 4.6
Total 675 116.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.1
Total 675 116.1
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