linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

ST. James Investment Company, LLC

Headquartered in SOUTHLAKE, TX

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

ST. James Investment Company, LLC is an investment advisor located in SOUTHLAKE, TX. They manage approximately $661,939,121 in regulatory assets under management for 1,288 clients. They offer portfolio management for individuals, businesses, and investment companies. The firm's clients include high-net-worth individuals, corporations, investment companies, and charitable organizations. They are registered with the SEC and have a SEC number of 801-61779.

ST. James Investment Company, LLC

535 S. KIMBALL AVENUE

SOUTHLAKE, TX 76092

$661.94M

Assets Under Management

Not reported

Total Clients

3

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

Branch Locations (1)

ST. JAMES INVESTMENT COMPANY, LLC has a total of 1 branch locations across the country.
location

SOUTHLAKE, TX

Advisors at ST. James Investment Company, LLC

View All 3 Advisors
Unclaimed
Robert Joseph Mark

RA

SOUTHLAKE, TX

View Profile
Unclaimed
Lawrence Joseph Redell

RA

SOUTHLAKE, TX

View Profile
Unclaimed
William Raney Sachs

RA

SOUTHLAKE, TX

View Profile
Unclaimed
Asa Joseph robinson Crow

RA

View Profile
Unclaimed
Amy Alice Burson

RA

SOUTHLAKE, TX

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if ST. James Investment Company, LLC is right for you?

Disclosures

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

Frequently Asked Questions (9)

Not sure if ST. James Investment Company, LLC is right for you?