Overview
Assets Under Management: $173 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 55
Average Client Assets: $1.9 million
Frequently Asked Questions
INTERNATIONAL ASSET MANAGEMENT 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 #123418), INTERNATIONAL ASSET MANAGEMENT is subject to fiduciary duty under federal law.
INTERNATIONAL ASSET MANAGEMENT is headquartered in SAN MATEO, CA.
INTERNATIONAL ASSET MANAGEMENT serves 55 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, INTERNATIONAL ASSET MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTERNATIONAL ASSET MANAGEMENT manages $173 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, INTERNATIONAL ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.10%
Average Client Assets: $1.9 million
Total Client Accounts: 424
Discretionary Accounts: 424
Regulatory Filings
CRD Number: 123418
Filing ID: 2085936
Last Filing Date: 2026-03-27 22:13:23