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INTERNATIONAL ASSET MANAGEMENT
INDIVIDUAL ASSET MANAGEMENT, INC
CRD 123418 · SEC 801-132369
411 BOREL AVENUE, SUITE 502, SAN MATEO, CA, 94402, United States
Phone
415-358-0138
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.1M
Discretionary AUM
$173.1M
Team
5 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPORTFOLIO ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $65.4M |
| High net worth individuals | 55 | $105.8M |
| Corporations/business entities | 2 | $1.9M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD