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Building 2ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Map pinJACKSONVILLE, FL
Phone904-379-7903
NotebookSEC #801-78956
Total AUM
$374.8M
Employees
6
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 SALISBURY RD
SUITE 350
JACKSONVILLE
FL 32216
United States
Operating Hours
MON TO THUR 9:00 AM TO 4:30 PM; FRI 9 AM TO 4 PM
Monday - Friday
Phone
904-379-7903

ReceiptFinancials

Total AUM
$374.8M
Accounts
603
Discretionary
$374.4M
Accounts
602
Non-Discretionary
$447.5K
Accounts
1

ContactClients

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Individual Clients
128
AUM
$30.2M
HNW Individual Clients
111
AUM
$332.2M
Charitable Organization Clients
1
AUM
$12.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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