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IAM ADVISORY LLC
CRD 305492 · SEC 801-117991
137 NORTH SECOND STREET, EASTON, PA, 18042, United States
Phone
610-258-3269
Fax
610-258-5841
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$699.4M
Discretionary AUM
$699.4M
Team
14 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1360 | $215.0M |
| High net worth individuals | 223 | $472.4M |
| Corporations/business entities | 8 | $5.4M |
States served
AZ, CA, DE, GA, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD