Overview
Assets Under Management: $662 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 124
Average Client Assets: $888,236
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.51
Average High-Net-Worth Client Assets: $888,236
Total Client Accounts: 1,288
Discretionary Accounts: 1,288
Regulatory Filings
CRD Number: 124777
Last Filing Date: 2024-11-07 00:00:00
Website: https://stjic.com