Henry James International Management, Inc.

Henry James International Management, Inc. (CRD# 169293) is a financial advisory firm headquartered in New York, NY. They manage $233,155,264 in 125 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $1,865,242
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Henry James International Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James H. O'leary
CRD#: 1430861
224 E 48th Street, Suite 6a, New York, NY 10017
93
Wealthminder
score

James O'leary (CRD# 1430861) is an Investment Advisor Representative working at Henry James International Management, Inc. in New York, NY and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.