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ST. JAMES INVESTMENT ADVISORS, LLC
CRD 283880 · SEC 801-107821
414 MAIN STREET, SUITE 205, PORT JEFFERSON, NY, 11777, United States
Phone
(631) 979-6520
Fax
(631) 382-8283
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$511.5M
Discretionary AUM
$59.4M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSUB ADVISER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $14.0M |
| High net worth individuals | 29 | $33.0M |
| Pension/profit sharing plans | 8 | $12.3M |
| Other investment advisers | 5 | $452.2M |
| Corporations/business entities | 1 | $17K |
States served
MD, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD