Overview
Assets Under Management: $636 million
Headquarters: EASTON, PA
High-Net-Worth Clients: 221
Average Client Assets: $2 million
Frequently Asked Questions
IAM ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305492), IAM ADVISORY LLC is subject to fiduciary duty under federal law.
IAM ADVISORY LLC is headquartered in EASTON, PA.
IAM ADVISORY LLC serves 221 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, IAM ADVISORY LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
IAM ADVISORY LLC manages $636 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, IAM ADVISORY LLC serves high-net-worth individuals and institutional clients. View client details ↓
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