Investment Advisors of America, LLC
Firm details
- Headquarters
- St. Augustine, Florida
- CRD number
- 322441
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Advisors of America, LLC is an independent, Florida-registered investment advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individual and small-business clients, billing on a percentage-of-AUM basis and via hourly charges. It does not identify as an ESG investor and is not structured as a multi-state or pension consultant adviser. The firm does not act 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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St. Augustine, FL
Saint Johns
Location
St. Augustine, FL
Headquartered in St. Augustine, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 3020 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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