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Building 2INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Map pinORLANDO, FL
Phone407-254-1500
NotebookSEC #801-68114
Total AUM
$2.6B
Employees
124
Clients
5,961

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 NORTH ORANGE AVENUE
SUITE 1000
ORLANDO
FL 32801
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
407-254-1500
Other Offices
95

ReceiptFinancials

Total AUM
$2.6B
Accounts
8,531
Discretionary
$1.8B
Accounts
7,636
Non-Discretionary
$796M
Accounts
895

ContactClients

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Individual Clients
3,798
AUM
$944.4M
HNW Individual Clients
2,073
AUM
$1.5B
Corporation or Business Clients
90
AUM
$82.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionOther Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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