INTERNATIONAL ASSETS ADVISORY, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Accounts
0
Employees
3
Advisory reps
135
Brokerage reps
3
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
10645
Registered since
July 21, 2020
Fee structure
Percentage of AUM, Hourly Charges
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

International Assets Advisory, LLC is a limited liability company that registered with the SEC in 2020 and operates as both an advisory firm and a broker-dealer/insurance broker. The firm serves as a capital allocator and acts in advisory roles that include managing pooled investment vehicles, advising businesses or institutions, and selecting other advisers. It reports affiliated activity with other investment advisers and a law firm, and is designated as a related adviser to other entities. Fee arrangements include a percentage-of-assets model alongside hourly charges. The firm does not identify itself as an active ESG investor. Investor.com named International Assets Advisory to its "Top RIA Firms to Watch" list in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Ann Moore

    Chief Business Development OfficerCRD 5535928

  • Richard Weiss

    Chief Compliance OfficerCRD 2523174

  • MARY GUNN

    COOCRD 2165041

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Contacts

3 of 126
  • EDITH LYNCH

    CRD 3193764

  • EDWARD BECKERMAN

    Registered Investment AdvisorCRD 806784

  • JONATHAN KATZ

    Managing DirectorCRD 2810729

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
111 N Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth