International Assets Investment Management, LLC

RIASEC Registered

Total AUM

$2.6B

Discretionary

$1.8B

69% of AUM

Avg account

$301K

Accounts

8,531

Employees

124

Advisory reps

123

Firm details

Headquarters: Orlando, Florida
CRD number: 144426
Registered since: July 5, 2007
Website: www.iaac.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.02%
Individuals36.75%
Corporations / Businesses3.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

International Assets Investment Management, LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm reports it is not an active ESG investor and lists affiliations with broker-dealers, other investment advisers, a law firm and an insurance company. Ownership is described as a combination of a domestic entity and individuals.