International Assets Investment Management, LLC

Overview

International Assets Investment Management, LLC is an independent registered investment adviser organized as an LLC. The firm has been registered with the SEC since 2007 and positions itself as a capital allocator serving both individual/family clients and institutional relationships. Its advisory offering includes financial planning, portfolio management for individuals and small businesses as well as for larger businesses and institutions, pension consulting and the selection of third‑party advisers. Fee arrangements are a mix of percentage of assets under management, hourly billing and fixed fees. The firm reports industry affiliations that include broker‑dealer, other investment adviser, law firm and insurance company relationships. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices