IAM Advisory LLC
Firm details
- Headquarters
- Easton, Pennsylvania
- CRD number
- 305492
- Registered since
- January 23, 2020
- Website
- www.iamadvisoryllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.54%
- Individuals30.74%
- Pension & Profit Sharing Plans0.95%
- Corporations / Businesses0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
IAM Advisory LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is owned by an individual owner and serves both individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities65%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
John Bianchi
Chief Investment StrategistCRD 2197754
Holly Parsons Jinks
Managing Partner, CCO and COOCRD 5102189
Contacts
3 of 8
Stephen Gooditis
Investment Advisor RepresentativeCRD 1800993
Jesse Pellegrino
Investment Advisor RepresentativeCRD 6287799
Richard Rodman
Investment Advisor RepresentativeCRD 1056041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$505M in ETFs
38%
$190M
62%
$315M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $61.9M | 1,454,394 | 12.24% |
Location
Easton, PA
Northampton
Location
Easton, PA
Headquartered in Easton, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 137 N 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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