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Building 2THE SCOTT S. JAMES COMPANY

Map pinFALLS CHURCH, VA
Phone703-533-2500
NotebookSEC #801-123515
Total AUM
$139.4M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 ARLINGTON BLVD
FALLS CHURCH
VA 22042
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
703-533-2500

ReceiptFinancials

Total AUM
$139.4M
Accounts
267
Discretionary
$131.9M
Accounts
249
Non-Discretionary
$7.5M
Accounts
18

ContactClients

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Individual Clients
54
AUM
$16.2M
HNW Individual Clients
85
AUM
$123.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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