Overview
Assets Under Management: $342 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 103
Average Client Assets: $3 million
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