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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

111 North Orange Avenue
Suite 1000
Orlando, Florida 32801
Tel: 407-254-1500

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About INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC. The firm was established in 07/05/2007. They have over 93 offices throughout the country.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a Orlando, Florida based Financial Planning firm with nearly $2,212,521,886 assets under management, offering retirement planning & investment advisory services to 8359 clients. The firm is staffed with 128 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144426
SEC#801-68114
Assets Managed by Firm$2,212,521,886
No. of Clients8359
No. of Advisors128

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total8359$2,212,521,886
Individuals (other than high net worth individuals)3364$811,956,156
High net worth individuals1837$1,326,017,275
Corporations or other businesses82$74,548,455

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