INTERNATIONAL ASSETS ADVISORY, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 10645
- Registered since
- July 21, 2020
- Website
- www.iaac.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9Ann Moore
Chief Business Development OfficerCRD 5535928
Richard Weiss
Chief Compliance OfficerCRD 2523174
MARY GUNN
COOCRD 2165041
Contacts
3 of 126EDITH LYNCH
CRD 3193764
EDWARD BECKERMAN
Registered Investment AdvisorCRD 806784
JONATHAN KATZ
Managing DirectorCRD 2810729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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