Investment Advisor Associates, Inc.
Investment Advisor Associates, Inc. (CRD# 157219) is a financial advisory firm headquartered in Encino, CA. They manage $58,717,000 in 130 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$451,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)