The Scott S. James Company
Firm details
- Headquarters
- Falls Church, Virginia
- CRD number
- 105861
- Registered since
- March 25, 2022
- Website
- scottjamesgroup.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.35%
- Individuals11.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Scott S. James Company is a corporation that operates as a hybrid advisory and broker-dealer business focused on individual and family clients. The firm is registered with the SEC (registered in 2022) and reports an owner-type of individual. It provides financial planning and portfolio management for individuals and small businesses and also operates as a registered representative of a broker-dealer. Fee arrangements include a percentage-of-AUM component as well as hourly billing for certain services. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Cash & Cash Equivalents22%
- Public Funds/Mutual Funds12%
- State & Local Bonds9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Falls Church, VA
Fairfax
Location
Falls Church, VA
Headquartered in Falls Church, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 6700 Arlington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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