INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Orlando, Florida
2.3
3 Reviews
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a reputable regional investment advisory firm based out of Orlando, FL. With a remarkable track record and extensive expertise, they have garnered a loyal client base of over 3,120 individuals. The firm manages a staggering $1,444,509,000 in assets, showcasing their proficiency in investment management.
International Assets Investment Management, LLC operates from an extensive network of 93 offices, allowing them to cater to a diverse range of clients. They specialize in managing employer 401Ks and individual portfolios, which together contribute to approximately half of their as...
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Assets Under Mgmt
$1.44B
Investment Professionals
121
Locations
92
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Convicted or guilty of a felony (10 yrs)
Charged with a felony (10 yrs)
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have caused investement-related business to lose authorization denied by federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Self-regulatory organization found you made a false statement or omission
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Currently the subject of any regulatory proceeedings previously talked about
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