Isgam US LLC

RIASEC RegisteredEst. 2022

Total AUM

$66.2M

Discretionary

$66.2M

100% of AUM

Avg account

$1.3M

Accounts

52

Employees

5

Advisory reps

5

Firm details

Headquarters: West Palm Beach, Florida
CRD number: 320841
Registered since: May 12, 2022
Website: www.isgam.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI60.65%
Individuals39.35%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Isgam US LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm focuses on individual and family clients, providing financial planning and discretionary portfolio management services for individuals and small businesses. Compensation is a mix of an asset-based fee and hourly charges. Isgam US LLC does not describe itself as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities8%
Investment Grade Corp Bonds1%
Cash & Cash Equivalents1%

Contacts

3 of 5

David Reidy
FounderCRD 6119068
William Johnston
Relationship ManagerCRD 7860146
Derek Grijns
Compliance SupportCRD 7728457

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 222 Lakeview Ave
Time zone: ET (UTC-5)
Office locations

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