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James Croghan

15 Years of Experience
University City, MO
Broker

James Croghan is a registered investment advisor at Blackrock Investment Management, LLC, based in University City, MO, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

University City, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns two rental properties in St. Louis, MO. He spends minimal time on these activities, primarily collecting rent, paying the mortgage, and handling maintenance.

Employment History
Current Registrations
Blackrock Investment Management, LLC
May 2015 - Present · 11 yrs
Blackrock Investments, LLC
May 2010 - Present · 16 yrs
Blackrock Investments, LLCBroker
May 2010 - Present · 16 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Croghan - Financial Advisor | TrueAdvisor