St. James Investment is an investment advisor in Dallas with $735.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
113484064
SEC advisor number
801-61779
FINRA CRD number
124777
AUM ?
$661.94 mm
(as of 12 Mar 24)
Accounts
1,288
(as of 12 Mar 24)
Employees
5
(2 investment advisory or research)
Address
St. James Investment
3838 OAK LAWN AVENUE
SUITE 1414
DALLAS
TX 75219
3838 OAK LAWN AVENUE
SUITE 1414
DALLAS
TX 75219
Phone
214-484-7250
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21