International Asset Management
International Asset Management (CRD# 123418) is a financial advisory firm headquartered in San Mateo, CA. They manage $84,000,000 in 243 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management84MILLION
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Total Number of Accounts243ACCOUNTS
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Average Account Value$345,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
Randall Brody (CRD# 5749877) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 9 years of experience in the finance industry.
Laura Thomas (CRD# 2591461) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 27 years of experience in the finance industry.
Marian Wellman (CRD# 1122844) is an Investment Advisor Representative working at International Asset Management in San Mateo, CA and has over 31 years of experience in the finance industry.
Dusan Zachystal (CRD# 4595081) is an Investment Advisor Representative working at International Asset Management in Redwood City, CA and has over 22 years of experience in the finance industry.
Shane Clark (CRD# 4987239) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 3 years of experience in the finance industry.