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St. John & Associates, Inc. (Roswell)


St. John & Associates, Inc. is a mid-sized advisory firm based in Roswell. It manages $52.06 million of regulatory assets for 523 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.




St. John & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment & financial consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

St. John & Associates: assets under management

The assets under management (AUM) of St. John & Associates, Inc. is $52.06 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.03 million in discretionary accounts and $1.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $512.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay St. John & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roswell

The principal office where St. John & Associates, Inc. performs its advisory services is located at 500 Sun Valley Drive Suite D 3 & D 4, Roswell, GA 30076 1441, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-642-7631 or by fax 770-993-9807. The normal business hours are 9:00am to 6:30pm on Monday - Friday.


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