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INTERNATIONAL ASSETS ADVISORY

Business and Investment Profile

The INTERNATIONAL ASSETS ADVISORY is a privately held investment adviser that advises $3.12Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTERNATIONAL ASSETS ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 121.98% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.08 years and is comprised of 3 filing and 0 relying advisers. They operate out of 35 office locations with their Headquarters at 111 NORTH ORANGE AVENUE SUITE 1000, ORLANDO, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 156 employees comprised of 141 investment and 15 non-investment staff. The total number of Employees increased by 9.86% over the last 5-years.

Asset Profile

Their $3.12Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 106 other accounts. Assets of High Net Worth Individuals clients own $1.78Bn or 57.04% of Total Assets and Individuals own $1.25Bn or 40.18% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

INTERNATIONAL ASSETS ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: INTERNATIONAL ASSETS ADVISORY

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Keywords: International Assets Advisory, Global Assets Advisory, International Assets Investment Management
Generated 2026-09-12T06:48:35.2150954.  © 2026 Convergence.