Isgam US LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 320841
- Registered since
- May 12, 2022
- Website
- www.isgam.us
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5
David Reidy
FounderCRD 6119068

Frank Van Lerven
Relationship ManagerCRD 7530635

William Johnston
Relationship ManagerCRD 7860146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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