Overview
Assets Under Management: $338 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 198
Average Client Assets: $245,753
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.39
Average High-Net-Worth Client Assets: $245,753
Total Client Accounts: 2,213
Discretionary Accounts: 2,213
Regulatory Filings
CRD Number: 300460
Filing ID: 2010420
Last Filing Date: 2025-08-19 12:04:00
Website: https://iaac.com