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
121

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 limited liability company founded in 2007 that operates as an independent broker-dealer and capital allocator. The firm serves both individual and institutional clients and provides a mix of advisory services: financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and the selection of outside advisers. Its pricing includes asset-based fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an active ESG investor and maintains industry ties to 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
  • Matthew Lampman

    Matthew Lampman

    President, Chief Operating OfficerCRD 6132493

  • Ann Moore

    Ann Moore

    Chief Business Development OfficerCRD 5535928

  • Michael Spartz

    Michael Spartz

    President, CeoCRD 1504058

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Contacts

3 of 114
  • Kevin Hall

    Kevin Hall

    Financial AdvisorCRD 5684384

  • Daniel Nelson

    Daniel Nelson

    Senior Tax AccountantCRD 5707212

  • Jose Da Cruz

    Jose Da Cruz

    Investment Adviser RepresentativeCRD 5708542

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,256

Active vs passive

$771M in ETFs

Passive

79%

$611M

Active

17%

$160M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$44.4M61,1865.75%
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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