Be advised. This firm is no longer registered.

Investment Advisors Asset Management, LLC

Investment Advisors Asset Management, LLC (CRD# 128716) is a financial advisory firm headquartered in Easton, PA. They manage $481,344,231 in 2,237 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
137 North Second Street, Easton, PA 18042
http://www.gendafinancial.com
By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    2,237
    ACCOUNTS
  • Average Account Value
    $215,174
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
  • 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.

AZ, CA, CT, DE, FL, IL, KS, MD, MO, NC, NE, NH, NJ, NY, PA, TX, VA

Financial Advisors at Investment Advisors Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Stanley Bielicki, financial advisor Easton PA
Stanley F. Bielicki
CRD#: 4595418
137 North Second Street, Easton, PA 18042

Stanley Bielicki (CRD# 4595418) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 21 years of experience in the finance industry.

2
Stephen Ferretti, financial advisor Frederick MD
Stephen F. Ferretti
CRD#: 4065076
2403 Calloway Court, Frederick, MD 21702

Stephen Ferretti (CRD# 4065076) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Frederick, MD and has over 24 years of experience in the finance industry.

3
Christopher Parenti, financial advisor Long Branch NJ
Christopher A. Parenti
CRD#: 864996
40 State Route #36, Long Branch, NJ 07764

Christopher Parenti (CRD# 864996) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Long Branch, NJ and has 1 year of experience in the finance industry.

4
Joseph Silvestro, financial advisor West Long Branch NJ
Joseph S. Silvestro
CRD#: 4744703
40 State Route 36, Suite 3, West Long Branch, NJ 07764

Joseph Silvestro (CRD# 4744703) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in West Long Branch, NJ and has over 11 years of experience in the finance industry.

5
Cindy Toye, financial advisor Toms River NJ
Cindy J. Toye
CRD#: 6132081
302 Hooper Avenue, Toms River, NJ 08753

Cindy Toye (CRD# 6132081) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Toms River, NJ and has over 10 years of experience in the finance industry.

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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