St. James Investment Company, LLC

St. James Investment Company, LLC (CRD# 124777) is a financial advisory firm headquartered in Dallas, TX. They manage $1,356,328,353 in 2,360 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,356
    MILLION
  • Total Number of Accounts
    2,360
    ACCOUNTS
  • Average Account Value
    $574,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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.

AK, AL, AR, AZ, CA, CT, FL, GA, HI, IL, LA, MA, MD, ME, MI, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at St. James Investment Company, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Amy A. Burson
CRD#: 5153007
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219
93
Wealthminder
score

Amy Burson (CRD# 5153007) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

2
Brian C. Mark
CRD#: 3218604
646-10 Main Street, Third Floor, Port Jefferson, NY 11777
93
Wealthminder
score

Brian Mark (CRD# 3218604) is an Investment Advisor Representative working at St. James Investment Company, LLC in Port Jefferson, NY and has over 17 years of experience in the finance industry.

3
Robert J. Mark
CRD#: 2785947
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219
93
Wealthminder
score

Robert Mark (CRD# 2785947) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 20 years of experience in the finance industry.

4
William R. Sachs
CRD#: 1449126
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219
93
Wealthminder
score

William Sachs (CRD# 1449126) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 30 years of experience in the finance industry.

5
Matthew S. Wypyski
CRD#: 4646706
Pass Christian, MS
93
Wealthminder
score

Matthew Wypyski (CRD# 4646706) is an Investment Advisor Representative working at St. James Investment Company, LLC in Pass Christian, MS and has over 13 years of experience in the finance industry.

6
Lawrence J. Redell
CRD#: 2785977
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219
83
Wealthminder
score

Lawrence Redell (CRD# 2785977) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 20 years of experience in the finance industry.

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