International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $1,685,163,470 in 7,168 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
111 North Orange Avenue, Suite 1000, Orlando, FL 32801
https://www.facebook.com/internationalassets/
By the Numbers
  • Total Assets Under Management
    1,685
    MILLION
  • Total Number of Accounts
    7,168
    ACCOUNTS
  • Average Account Value
    $235,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at International Assets Investment Management, LLC
Showing 91 - 94 of 94 top financial advisors.
91
Carlos Sisniega, financial advisor El Paso TX
Carlos E. Sisniega
CRD#: 2459457
4855 North Mesa, #114, El Paso, TX 79912

Carlos Sisniega (CRD# 2459457) is an Investment Advisor Representative working at International Assets Investment Management, LLC in El Paso, TX and has over 29 years of experience in the finance industry.

92
Aaron Symonette, financial advisor Fort Lauderdale FL
Aaron C. Symonette
CRD#: 6619649
12 S.e. 7th Street, Suite 825, Fort Lauderdale, FL 33301

Aaron Symonette (CRD# 6619649) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fort Lauderdale, FL and has over 7 years of experience in the finance industry.

93
Jared Urbantke, financial advisor Orlando FL
Jared Urbantke
CRD#: 7337643
111 North Orange Avenue, Suite 1000, Orlando, FL 32801

Jared Urbantke (CRD# 7337643) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has 1 year of experience in the finance industry.

94
Kevin Moran, financial advisor San Francisco CA
Kevin T. Moran
CRD#: 4321460
201 Spear Street, Suite 1100, San Francisco, CA 94105

Kevin Moran (CRD# 4321460) is an Investment Advisor Representative working at International Assets Investment Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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