Be advised. This firm is no longer registered.

International Strategy & Investment Inc.

International Strategy & Investment Inc. (CRD# 111085) is a financial advisory firm headquartered in New York, NY. They manage $696,873,375 in 260 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    697
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $2,680,282
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, DC, FL, IN, LA, MA, MD, ME, MO, NC, NH, NJ, NY, OR, PA, PR, TX, VT, WA

Financial Advisors at International Strategy & Investment Inc.
No Advisor Found.
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