Overview
Assets Under Management: $636 million
Headquarters: EASTON, PA
High-Net-Worth Clients: 221
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,727
Discretionary Accounts: 2,727
Regulatory Filings
CRD Number: 305492
Last Filing Date: 2025-01-21 00:00:00
Website: https://iamadvisoryllc.com