Isgam US LLC

RIAState Registered
Total AUM
$66.2M
Discretionary
$66.2M
100% of AUM
Avg account
$1.3M
Accounts
52
Employees
5
Advisory reps
5

Firm details

Headquarters
West Palm Beach, Florida
CRD number
320841
Registered since
May 12, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI60.65%
  • Individuals39.35%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Isgam US LLC is an independent limited liability advisory firm that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm is state-registered in Florida and Louisiana and is owned through a combination of a domestic entity and an individual owner. Its client billing mixes percentage-of-assets-under-management fees with hourly charges. The firm does not act as a capital allocator and does not market itself as an active ESG investor. Its advisory scope centers on traditional wealth-management services rather than institutional pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 8%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities8%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • David Reidy

    David Reidy

    FounderCRD 6119068

  • Frank Van Lerven

    Frank Van Lerven

    Relationship ManagerCRD 7530635

  • William Johnston

    William Johnston

    Relationship ManagerCRD 7860146

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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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, 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
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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