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Building 2ST. JAMES INVESTMENT ADVISORS, LLC

Map pinPORT JEFFERSON, NY
Phone(631) 979-6520
NotebookSEC #801-107821
Total AUM
$511.5M
Employees
7
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
414 MAIN STREET
SUITE 205
PORT JEFFERSON
NY 11777
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(631) 979-6520
Other Offices
1

ReceiptFinancials

Total AUM
$511.5M
Accounts
2,017
Discretionary
$59.4M
Accounts
133
Non-Discretionary
$452.2M
Accounts
1,884

ContactClients

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Individual Clients
95
AUM
$14M
HNW Individual Clients
29
AUM
$33M
Pension/Profit Sharing Plan Clients
8
AUM
$12.3M
Investment Advisor Clients
5
AUM
$452.2M
Corporation or Business Clients
1
AUM
$17.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB ADVISER SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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