IAM ADVISORY LLC

Overview

IAM Advisory LLC is an independent registered investment adviser that operates a fee-for-service wealth management practice serving both individual and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees, allowing flexibility for different client relationships. Investment activity centers on equity-oriented portfolios with a clear tilt toward exchange-traded products as the core building blocks. The firm's largest public position is the Capital Group Dividend Value ETF, and its filings show a large ETF allocation relative to individual stocks, suggesting a core ETF-driven asset allocation supplemented by selective individual equity holdings. IAM Advisory uses mutual funds alongside ETFs where active management is preferred, and it allocates to third‑party hedge funds to gain alternative return streams and risk diversification. The adviser is not flagged as an active ESG investor in its profile.

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Location & Offices