International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $794,447,256 in 3,348 accounts and serve the financial needs of clients across 47 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • Total Number of Accounts
    3,348
    ACCOUNTS
  • Average Account Value
    $237,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at International Assets Investment Management, LLC
Showing 21 - 30 of 87 top financial advisors.
21
Rodney B. Culp
CRD#: 2234108
Southlake, TX 76092

Rodney Culp (CRD# 2234108) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Southlake, TX and has over 27 years of experience in the finance industry.

22
Robert J. D'andria
CRD#: 1916172
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 30 years of experience in the finance industry.

23
Jose R. Da Cruz
CRD#: 5708542
Stamford, CT 06901

Jose Da Cruz (CRD# 5708542) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.

24
Ian M. Deliz Morales
CRD#: 4697350
Tampa, FL 34638

Ian Deliz Morales (CRD# 4697350) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Tampa, FL and has over 16 years of experience in the finance industry.

25
Shannan M. Denison
CRD#: 4417573
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 18 years of experience in the finance industry.

26
Wade Dew
CRD#: 6425629
Spring Lake, NJ 07762

Wade Dew (CRD# 6425629) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spring Lake, NJ and has over 4 years of experience in the finance industry.

27
Ellen J. Donnelly
CRD#: 2357999
Spring Lake, NJ 07762

Ellen Donnelly (CRD# 2357999) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spring Lake, NJ and has over 26 years of experience in the finance industry.

28
Richard W. Engen
CRD#: 2528314
Fargo, ND 58103

Richard Engen (CRD# 2528314) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fargo, ND and has over 25 years of experience in the finance industry.

29
Steven E. Erickson
CRD#: 4400791
Vancouver, WA 98684

Steven Erickson (CRD# 4400791) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Vancouver, WA and has over 18 years of experience in the finance industry.

30
Patrick T. Fong
CRD#: 2247172
San Ramon, CA 94583

Patrick Fong (CRD# 2247172) is an Investment Advisor Representative working at International Assets Investment Management, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.

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