$139.4M Total AUM
$131.9M Disc. AUM
17.6% 3Y CAGR
3 Employees
139 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-1996
- Office Locations
- 1
Office Locations
6700 Arlington Blvd Falls Church VA
About THE Scott S. James Company
THE Scott S. James Company is a Falls Church-based RIA. The firm has been operating for 30 years. Managing $139.4M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$69.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
20.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT SNYDER JAMES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1588816
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
Tyler Sun James
--
- CRD
- #8047557
Available
Available
Available
M
MARY LYNN SCANLAN
--
- CRD
- #2360062
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,870,669 | $529,601 |
| Non-Discretionary | $7,511,568 | $417,309 |
| Total | $139,382,237 | $522,031 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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