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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CRD 144426 · SEC 801-68114
111 NORTH ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801, United States
Phone
407-254-1500
Fax
407-254-1505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.57B
Discretionary AUM
$1.77B
Team
124 total employees; 113 advisory reps; 42 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3798 | $944.4M |
| High net worth individuals | 2073 | $1.54B |
| Corporations/business entities | 90 | $82.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD