Island Asset Management, LLC
Firm details
- Headquarters
- St Simons Island, Georgia
- CRD number
- 314592
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.26%
- Individuals10.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Island Asset Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM basis. Its client base is primarily individual and family investors. Island does not describe itself as an active ESG investor, is not multi-state, and does not act as a pension consultant or related adviser. The firm lists an industry affiliation with a banking or thrift institution.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities72%
- US Government Bonds15%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Davis Knox
Investment AdvisorCRD 8314163
Thomas Neely
Managing MemberCRD 2808424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Simons Island, GA
Glynn
Location
St Simons Island, GA
Headquartered in St Simons Island, GA, in the South of the United States.
- Region
- South
- County
- Glynn
- Address
- 247 Edwards Plz
- Time zone
- ET (UTC-5)
- Office locations
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