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IAM ADVISORY LLC
137 North Second Street
Easton, Pennsylvania 18042
Tel: 610-258-3269
About IAM ADVISORY LLC
IAM ADVISORY LLC, formally registered with the SEC as IAM ADVISORY LLC. The firm was established in 01/23/2020. They have over 4 offices throughout the country.
IAM ADVISORY LLC is a Easton, Pennsylvania based Financial Planning firm with nearly $635,778,479 assets under management, offering retirement planning & investment advisory services to 2727 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305492 |
| SEC# | 801-117991 |
| Assets Managed by Firm | $635,778,479 |
| No. of Clients | 2727 |
| No. of Advisors | 15 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2727 | $635,778,479 |
| Individuals (other than high net worth individuals) | 1691 | $203,208,164 |
| High net worth individuals | 221 | $419,666,735 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,043,841 |
| Corporations or other businesses | 10 | $5,859,739 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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