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).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $345,679
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at International Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Randall H. Brody
CRD#: 5749877
750 Menlo Avenue, Suite #200, Menlo Park, CA 94025

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.

2
Laura B. Thomas
CRD#: 2591461
750 Menlo Avenue, Suite #200, Menlo Park, CA 94025

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.

3
Marian T. Wellman
CRD#: 1122844
411 Borel Avenue, Suite 502, San Mateo, CA 94402

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.

4
Dusan T. Zachystal
CRD#: 4595081
Redwood City, CA

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.

5
Shane K. Clark
CRD#: 4987239
750 Menlo Avenue, Suite #200, Menlo Park, CA 94025

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.

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