Henry James International Management, Inc.

RIASEC Registered

Total AUM

$402M

Discretionary

$402M

100% of AUM

Avg account

$6.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 169293
Registered since: February 18, 2014
Website: hj-intl.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government96.46%
HNWI3.37%
Individuals0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Henry James International Management, Inc. is an institutional registered investment adviser that provides portfolio management to both individual/family clients and business or institutional accounts. The firm is SEC-registered (initial registration recorded in 2014) and charges fees based on a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals/small businesses as well as for businesses and institutions. The firm identifies as a domestic entity with individual ownership and does not position itself as an ESG-focused manager, pension consultant, multi-state adviser, or affiliated related adviser.