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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2003
- Office Locations
- 1
Office Locations
About St. John & Associates, Inc.
St. John & Associates Integrated Financial Services is an independent fiduciary RIA providing long-term financial planning and portfolio management for individuals and families navigating retirement, survivorship, and education funding. The team builds scenario-based retirement and tax analyses, supports late-stage college planning, and manages diversified portfolios using ETFs and public funds, with regular performance reporting and a network of CPA/legal partners.
Team overview
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Client Personas
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Owner & Executives
RICHARD JOSEPH STJOHN
Advisor, Chief Compliance Officer, President
- CRD
- #1913537
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
GREGORY RICHARD ST. JOHN
Vice President
- CRD
- #4644685
BRYAN MICHAEL TOTRI
Vice President
- CRD
- #2166602
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,815,587 | $231,291 |
| Non-Discretionary | $5,536,814 | $41,013 |
| Total | $128,352,401 | $192,721 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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