International Assets Advisory, LLC

Overview

International Assets Advisory, LLC is a limited liability company that registered with the SEC in 2020 and operates as a capital allocator. The firm combines advisory functions with broker-dealer and insurance brokerage activities, and its business model includes selecting other advisers and managing portfolios for pooled vehicles as well as for businesses and institutions. Fee arrangements include a percentage-of-AUM option and hourly charges. The adviser is identified as a related adviser to other entities, and it does not position itself as an ESG investor. The firm has industry recognition cited in 2020, when it was named among "Top RIA Firms to Watch" by investor.com. Ownership is listed as a mix of a domestic entity and an individual, and the firm’s classification in the source data is unclassified.

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Investments & Alternatives

Location & Offices