Overview
Assets Under Management: $342 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Frequently Asked Questions
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169538), ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is subject to fiduciary duty under federal law.
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC is headquartered in JACKSONVILLE, FL.
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC serves 103 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC manages $342 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.78
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 577
Discretionary Accounts: 576
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 169538
Last Filing Date: 2025-01-21 00:00:00
Website: https://stjohnsinv.com