Isgam US LLC

RIASEC RegisteredEst. 2022

Total AUM

$66.2M

Discretionary

$66.2M

100% of AUM

Avg account

$1.3M

Accounts

52

Employees

5

Advisory reps

3

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

FINTRX

Overview

Isgam US LLC is an SEC-registered independent registered investment adviser organized as an LLC. Founded before its 2022 SEC registration, the firm focuses on financial planning and portfolio management for individuals and small businesses, serving an individual-and-family client base. Its fee model mixes asset-based fees with hourly billing. The firm reports fully discretionary management of client assets and indicates it does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities8%
Investment Grade Corp Bonds1%
Cash & Cash Equivalents1%

Contacts

3 of 3

William Johnston
Relationship ManagerCRD 7860146
Andrew Little
Senior Relationship ManagerCRD 7923144
Frank Van Lerven
Relationship ManagerCRD 7530635

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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