INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2007
Total AUM
$2.6B
Discretionary
$1.8B
69% of AUM
Avg account
$301K
Accounts
8,531
Employees
124
Advisory reps
125

Firm details

Headquarters
ORLANDO, Florida
CRD number
144426
Registered since
July 5, 2007
Website
www.iaac.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.02%
  • Individuals36.75%
  • Corporations / Businesses3.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

International Assets Investment Management, LLC is an SEC-registered investment adviser (registration year 2007) organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. International Assets does not position itself as an active ESG investor and maintains industry relationships that include broker-dealers, other investment advisers, law firms and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 12%, Investment Grade Corp Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents12%
  • Investment Grade Corp Bonds4%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 7

  • Ann Moore

    Chief Business Development OfficerCRD 5535928

  • Matthew Lampman

    President, Chief Operating OfficerCRD 6132493

  • DONALD GUNN

    CEOCRD 1442917

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Contacts

3 of 118

  • ANDREW ELSOFFER

    Investment Advisor RepresentativeCRD 2580009

  • ANDREW BLACKWELL

    OwnerCRD 1284815

  • DANIEL VANSKIVER

    OwnerCRD 4255472

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,131

Active vs passive

$647M in ETFs

Passive

80%

$516M

Active

17%

$131M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$36.5M62,3945.64%
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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