St Johns Investment Management Co is a large advisory firm based in Jacksonville. It manages $184.72 million of regulatory assets for 599 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 5 other states.
St Johns Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of St Johns Investment Management Co is $184.72 million. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay St Johns Investment Management Co for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Albert Julius Toole has been acting as President since 1 Jan 1984. Mario Andres Ramos joined the executive team most recently as the Director/Assistant Secretary.
The principal office where St Johns Investment Management Co performs its advisory services is located at 10060 Skinner Lake Dr., Jacksonville, FL 32246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-399-0662 or by fax 904-346-0047. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stjohnsinvestment.com.