St. James Investment Company, LLC

St. James Investment Company, LLC (CRD# 124777) is a financial advisory firm headquartered in Dallas, TX. They manage $661,939,121 in 1,288 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    662
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $513,928
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, MN, NC, NH, NV, OH, PA, TX, WA, WI

Financial Advisors at St. James Investment Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amy A. Burson
CRD#: 5153007
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219

Amy Burson (CRD# 5153007) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

2
Robert J. Mark
CRD#: 2785947
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219

Robert Mark (CRD# 2785947) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 27 years of experience in the finance industry.

3
Lawrence J. Redell
CRD#: 2785977
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219

Lawrence Redell (CRD# 2785977) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 27 years of experience in the finance industry.

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

William Sachs (CRD# 1449126) is an Investment Advisor Representative working at St. James Investment Company, LLC in Dallas, TX and has over 38 years of experience in the finance industry.

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