International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $1,444,509,347 in 6,618 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,445
    MILLION
  • Total Number of Accounts
    6,618
    ACCOUNTS
  • Average Account Value
    $218,270
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
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, 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 11 - 20 of 97 top financial advisors.
11
John A. Bodnar
CRD#: 714669
390 North Orange Avenue, Suite 750, Orlando, FL 32801

John Bodnar (CRD# 714669) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 40 years of experience in the finance industry.

12
Justin A. Bodnar
CRD#: 5538244
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Justin Bodnar (CRD# 5538244) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

13
Ronald P. Cameron
CRD#: 2551641
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Ronald Cameron (CRD# 2551641) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 28 years of experience in the finance industry.

14
Edward F. Caputo
CRD#: 4765612
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Edward Caputo (CRD# 4765612) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 17 years of experience in the finance industry.

15
Frank Carbone
CRD#: 1350687
10161 Park Run Drive, Suite 150, Las Vegas, NV 89145

Frank Carbone (CRD# 1350687) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Las Vegas, NV and has over 38 years of experience in the finance industry.

16
David Chin
CRD#: 1380575
14 Wall St. 20th Floor, New York, NY 10005

David Chin (CRD# 1380575) is an Investment Advisor Representative working at International Assets Investment Management, LLC in New York, NY and has over 37 years of experience in the finance industry. David Chin 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.

17
James A. Conwell
CRD#: 1436190
9812 Millwood Circle, Daphne, AL 36527

James Conwell (CRD# 1436190) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Daphne, AL and has over 37 years of experience in the finance industry.

18
Robert J. D'andria
CRD#: 1916172
309 Morris Ave Suite C, Spring Lake, NJ 07762

Robert D'andria (CRD# 1916172) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spring Lake, NJ and has over 33 years of experience in the finance industry.

19
Jose R. Da Cruz
CRD#: 5708542
390 North Orange Avenue, Suite 750, Orlando, FL 32801

Jose Da Cruz (CRD# 5708542) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

20
Shannan M. Denison
CRD#: 4417573
The Waters Building 161 Ottawa Ave., Ste 112m, Grand Rapids, MI 49503

Shannan Denison (CRD# 4417573) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Grand Rapids, MI and has over 21 years of experience in the finance industry.

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