ST JOHNS INVESTMENT MANAGEMENT CO
Legal name: ST JOHNS WEALTH MANAGEMENT
CRD #105564 SEC #801-20962 JACKSONVILLE, FL 904-399-0662
SEC Registered
Total AUM
$364M
Discretionary
$278.1M
Employees
10
Clients
25
Accounts
989
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2010 | $180.3M | $172.9M | $7.4M | 51 | -- |
| Aug 2010 | $180.3M | $172.9M | $7.4M | 51 | -- |
| Apr 2010 | $180.3M | $172.9M | $7.4M | 51 | -- |
| Apr 2010 | $180.3M | $172.9M | $7.4M | 51 | -- |
| Mar 2010 | $184.7M | $177.6M | $7.1M | 51 | -- |
| Mar 2010 | $164.5M | $157.8M | $6.7M | -- | -- |
| Mar 2009 | $164.5M | $157.8M | $6.7M | -- | -- |
| Mar 2008 | $399.5M | $323.6M | $75.9M | -- | -- |
| Nov 2007 | $413.5M | $375.6M | $37.8M | 10 | -- |
| Oct 2007 | $413.5M | $375.6M | $37.8M | 10 | -- |
| Sep 2007 | $413.5M | $375.6M | $37.8M | 10 | -- |
| Sep 2007 | $413.5M | $375.6M | $37.8M | 10 | -- |
| Mar 2007 | $413.5M | $375.6M | $37.8M | 10 | -- |
| Jan 2007 | $364M | $278.1M | $85.9M | 10 | -- |
| Dec 2006 | $364M | $278.1M | $85.9M | 10 | -- |
| Mar 2006 | $364M | $278.1M | $85.9M | 10 | -- |
| Dec 2005 | $317.7M | $293M | $24.7M | 10 | -- |
| Sep 2005 | $317.7M | $293M | $24.7M | -- | -- |
| Mar 2004 | $272.8M | $263.8M | $9M | -- | -- |
| Sep 2001 | $243.4M | $230.1M | $13.3M | -- | -- |
DateSep 2010
Total AUM$180.3M
Discretionary$172.9M
Non-Disc.$7.4M
Employees51
Clients--
DateAug 2010
Total AUM$180.3M
Discretionary$172.9M
Non-Disc.$7.4M
Employees51
Clients--
DateApr 2010
Total AUM$180.3M
Discretionary$172.9M
Non-Disc.$7.4M
Employees51
Clients--
DateApr 2010
Total AUM$180.3M
Discretionary$172.9M
Non-Disc.$7.4M
Employees51
Clients--
DateMar 2010
Total AUM$184.7M
Discretionary$177.6M
Non-Disc.$7.1M
Employees51
Clients--
DateMar 2010
Total AUM$164.5M
Discretionary$157.8M
Non-Disc.$6.7M
Employees--
Clients--
DateMar 2009
Total AUM$164.5M
Discretionary$157.8M
Non-Disc.$6.7M
Employees--
Clients--
DateMar 2008
Total AUM$399.5M
Discretionary$323.6M
Non-Disc.$75.9M
Employees--
Clients--
DateNov 2007
Total AUM$413.5M
Discretionary$375.6M
Non-Disc.$37.8M
Employees10
Clients--
DateOct 2007
Total AUM$413.5M
Discretionary$375.6M
Non-Disc.$37.8M
Employees10
Clients--
DateSep 2007
Total AUM$413.5M
Discretionary$375.6M
Non-Disc.$37.8M
Employees10
Clients--
DateSep 2007
Total AUM$413.5M
Discretionary$375.6M
Non-Disc.$37.8M
Employees10
Clients--
DateMar 2007
Total AUM$413.5M
Discretionary$375.6M
Non-Disc.$37.8M
Employees10
Clients--
DateJan 2007
Total AUM$364M
Discretionary$278.1M
Non-Disc.$85.9M
Employees10
Clients--
DateDec 2006
Total AUM$364M
Discretionary$278.1M
Non-Disc.$85.9M
Employees10
Clients--
DateMar 2006
Total AUM$364M
Discretionary$278.1M
Non-Disc.$85.9M
Employees10
Clients--
DateDec 2005
Total AUM$317.7M
Discretionary$293M
Non-Disc.$24.7M
Employees10
Clients--
DateSep 2005
Total AUM$317.7M
Discretionary$293M
Non-Disc.$24.7M
Employees--
Clients--
DateMar 2004
Total AUM$272.8M
Discretionary$263.8M
Non-Disc.$9M
Employees--
Clients--
DateSep 2001
Total AUM$243.4M
Discretionary$230.1M
Non-Disc.$13.3M
Employees--
Clients--