IAM Advisory LLC
Firm details
- Headquarters
- Easton, Pennsylvania
- CRD number
- 305492
- Registered since
- January 23, 2020
- Website
- www.iamadvisoryllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.54%
- Individuals30.74%
- Pension & Profit Sharing Plans0.95%
- Corporations / Businesses0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
IAM Advisory LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm is individually owned and serves both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Holly Parsons Jinks
Managing Partner, CCO and COOCRD 5102189
Contacts
3 of 9
John Bianchi
Investment Advisor RepresentativeCRD 2197754
Stephen Gooditis
Investment Advisor RepresentativeCRD 1800993
Jesse Pellegrino
Investment Advisor RepresentativeCRD 6287799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$571M in ETFs
39%
$220M
61%
$351M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $72.1M | 1,463,839 | 12.62% |
Location
Easton, PA
Northampton
Location
Easton, PA
Headquartered in Easton, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 137 N 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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