International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $396,382,095 in 2,393 accounts and serve the financial needs of clients across 40 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    2,393
    ACCOUNTS
  • Average Account Value
    $165,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at International Assets Investment Management, LLC
Showing 1 - 10 of 103 top financial advisors.
1
Adam P. Bell
CRD#: 5585025
9812 Millwood Circle, Spanish Fort, AL 36527
96
Wealthminder
score

Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 9 years of experience in the finance industry. Adam Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Williams K. Butcher
CRD#: 2098675
1800 Bering Suite 1050, Houston, TX 77057
96
Wealthminder
score

Williams Butcher (CRD# 2098675) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 27 years of experience in the finance industry.

3
Rodolfo A. Suarez
CRD#: 1194130
390 North Orange Avenue, Suite 750, Orlando, FL 32801
96
Wealthminder
score

Rodolfo Suarez (CRD# 1194130) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 11 years of experience in the finance industry. Rodolfo Suarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Alexander R. Creede
CRD#: 6392369
1800 Bering Suite 1050, Houston, TX 77057
95
Wealthminder
score

Alexander Creede (CRD# 6392369) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX.

5
Justin A. Bodnar
CRD#: 5538244
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Justin Bodnar (CRD# 5538244) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

6
Edward F. Caputo
CRD#: 4765612
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Edward Caputo (CRD# 4765612) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 12 years of experience in the finance industry.

7
Paul J. Cella
CRD#: 2165318
732 Newmand Springs Rd. Suite 200, Lincroft, NJ 07738
93
Wealthminder
score

Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Lincroft, NJ and has over 25 years of experience in the finance industry.

8
Mason B. Clelland
CRD#: 6103595
1800 Bering Suite 1050, Houston, TX 77057
93
Wealthminder
score

Mason Clelland (CRD# 6103595) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 5 years of experience in the finance industry.

9
Bonny B. Collins
CRD#: 4016241
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Bonny Collins (CRD# 4016241) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

10
Dominick J. Cristofaro
CRD#: 2406121
390 North Orange Avenue, Suite 750, Orlando, FL 32801
93
Wealthminder
score

Dominick Cristofaro (CRD# 2406121) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 24 years of experience in the finance industry.

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