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ST. James Investment Advisors, LLC

Headquartered in PORT JEFFERSON, NY

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Firm Information

ST. James Investment Advisors, LLC is a Registered Investment Advisor located in PORT JEFFERSON, NY. The firm has 4 investment adviser representatives and manages approximately $68.7 million in regulatory assets under management. They provide portfolio management services to individuals, businesses, and pension plans. The firm also offers sub-adviser services.

ST. James Investment Advisors, LLC

414 MAIN STREET

PORT JEFFERSON, NY 11777

$68.67M

Assets Under Management

216

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub adviser services

Sub adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ST. JAMES INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

Pass Christian, MS

location

PORT JEFFERSON, NY

Advisors at ST. James Investment Advisors, LLC

View All 4 Advisors
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Jonathan Troy Reid

RA

PORT JEFFERSON, NY

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Matthew Stephen Wypyski

RA

Pass Christian, MS

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John Andrew Spicciatie

RA

PORT JEFFERSON, NY

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Brian Christopher Mark

RA

PORT JEFFERSON, NY

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Disclosures

There are no public disclosures for ST. James Investment Advisors, LLC.

Frequently Asked Questions (10)

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