International Assets Advisory, LLC

Broker-DealerFINRA Member

Total AUM

—

Accounts

Employees

Advisory reps

126

Brokerage reps

Avg account

Firm details

Headquarters: Orlando, Florida
CRD number: 10645
Registered since: July 21, 2020
Website: www.iaac.com
Fee structure: Percentage of AUM, Hourly Charges
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

International Assets Advisory, LLC is a limited liability company that operates as an independent broker-dealer and insurance broker. The firm is SEC-registered (registration established in 2020) and identifies itself as a capital allocator that combines brokerage distribution with advisory functions. Its advisory work includes portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and the selection of third-party advisers. Compensation is a mix of assets-under-management fees and hourly charges. The firm reports a related adviser relationship and lists affiliations spanning broker-dealer activities, other investment advisers, and a law firm. Investor.com named the firm a "Top RIA Firms to Watch" in 2020. The firm does not identify as an active ESG investor.