ST. JAMES INVESTMENT COMPANY, LLC

SOUTHLAKE, Texas·4 registered advisors·CRD# 124777
SEC# 801-617790214-484-7250
01

Firm Overview

AUM
$662M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ST. JAMES INVESTMENT COMPANY, LLC

4 registered advisors
Amy Alice Burson
DALLAS, Texas
Lawrence Joseph Redell
SOUTHLAKE, Texas
Robert Joseph Mark
SOUTHLAKE, Texas
William Raney Sachs
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors
SOUTHLAKE, Texas
2 advisors

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Data sourced from SEC Form ADV filings. ST. JAMES INVESTMENT COMPANY, LLC (CRD# 124777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.