International Asset Management, Inc.

Overview

International Asset Management, Inc. is a small, independent registered investment adviser focused on individualized financial planning and discretionary portfolio management for individuals and small businesses. The firm structures client engagements using a mix of percentage-of-assets fees, hourly charges and fixed-fee arrangements, which suggests it works with both ongoing wealth-management relationships and project-based planning assignments. The ADV indicates the firm favors an equity-centric approach: portfolios are predominantly invested in exchange-traded securities and managed on a discretionary basis for all clients. The firm is organized as a corporation and is owned by an individual owner. It does not position itself as a multi-state adviser or pension consultant and is not identified as an active ESG investor. Advisory services center on tailored financial planning and portfolio construction rather than large-scale institutional or capital-allocation mandates.

Assets & Accounts

Public Holdings

Location & Offices