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).
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Total Assets Under Management1,445MILLION
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Total Number of Accounts6,618ACCOUNTS
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Average Account Value$218,270
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Joseph Onopa (CRD# 4226294) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Middleton, WI and has over 20 years of experience in the finance industry.
Stephen Pavlich (CRD# 1794852) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Boardman, OH and has over 25 years of experience in the finance industry.
Michael Petramalo (CRD# 1529214) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 33 years of experience in the finance industry.
Stephen Pierce (CRD# 2170820) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 32 years of experience in the finance industry.
Sean Quinn (CRD# 1616254) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Jupiter, FL and has over 36 years of experience in the finance industry.
David Ramos (CRD# 3044564) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Clarksville, TN and has over 25 years of experience in the finance industry.
Daniella Rand (CRD# 4321414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 18 years of experience in the finance industry.
Daniella Rand along with The Rand Group builds its custom wealth management strategies around seven key priorities that inform all client relationships.
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Healthcare: Enable clients to plan for and mitigate the financial impact of acute and long-term healthcare needs: direct healthcare expenses, ongoing health and disability insurance needs, and elder care.
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Home: Assist clients plan for inevitable change over time: moving growing families into roomier homes, downsizing as the nest empties, remodeling to keep pace with changing tastes and fashions, and purchasing secondary homes or investment properties.
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Family: Help clients prepare to provide for family members who can’t provide for themselves: minor children, adults with disabilities, elders, and others. Rand also understands the importance of orderly, tax-advantaged transfers of wealth to the next generation, and empowers her team to leverage the full capabilities of Bank of America and Merrill Lynch in this goal’s service.
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Leisure: Encourage clients to make the most of their precious leisure time and help them realize their non-professional goals — whether that means a long-dreamt-of international vacation, a renewed commitment to at-home hobbies, or signature leisure purchases.
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Philanthropy: Assist clients who wish to help the less fortunate and support worthy causes in their communities to do so efficiently and effectively — whether that means donating sweat equity to local volunteer organizations, giving funds directly to nonprofit charities, or taking at-risk youth under their wing.
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Work and Retirement: Work with clients at every stage of adult life, by being personally committed to helping each client realize their personal vision for retirement. The Rand team provides a range of services for those looking ahead, including early retirement planning, retirement cash flow strategies, and business leadership transitions.
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Financial Planning: With the global resources Bank of America and Merrill Lynch behind it, The Rand Team helps clients plan for every eventuality. Clients come to think of The Rand Group as a patient partner that’s always there to provide support and advice.
H Rappaport (CRD# 1916976) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Radnor, PA and has over 34 years of experience in the finance industry.
David Reiss (CRD# 6591492) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Westport, CT and has over 7 years of experience in the finance industry.
Dwight Rich (CRD# 2433237) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Louisville, KY and has over 28 years of experience in the finance industry. Dwight Rich 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.