Investment Advisors of America, LLC

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$551K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
Palm Beach Gardens, 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

FINTRX

Overview

Investment Advisors of America, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm concentrates on portfolio management for individuals and small businesses and serves a client base of individuals and families. Its stated fee arrangements combine a percentage-of-AUM model with the option for hourly billing. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not organized as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Laurence Montello

    Laurence Montello

    Managing DirectorCRD 3154790

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2401 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth