Overview
Assets Under Management: $472 million
Headquarters: EASTON, PA
High-Net-Worth Clients: 85
Average Client Assets: $1.4 million
Frequently Asked Questions
INVESTMENT ADVISORS ASSET MANAGEMENT, 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 #128716), INVESTMENT ADVISORS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC is headquartered in EASTON, PA.
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC serves 85 high-net-worth clients according to their SEC filing dated September 27, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT ADVISORS ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC manages $472 million in client assets according to their SEC filing dated September 27, 2018.
According to their SEC Form ADV, INVESTMENT ADVISORS ASSET MANAGEMENT, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.02%
Average Client Assets: $1.4 million
Total Client Accounts: 2,220
Discretionary Accounts: 2,219
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 128716
Filing ID: 1242290
Last Filing Date: 2018-09-27 08:53:00