International Assets Advisory Revenue and Competitors

Orlando, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • International Assets Advisory's estimated annual revenue is currently $17.4M per year.(i)
  • International Assets Advisory's estimated revenue per employee is $210,000

Employee Data

  • International Assets Advisory has 83 Employees.(i)
  • International Assets Advisory grew their employee count by -6% last year.

International Assets Advisory's People

NameTitleEmail/Phone
1
Chief Business Development OfficerReveal Email/Phone
2
VP AccountingReveal Email/Phone
3
Chief Compliance OfficerReveal Email/Phone
4
Onboarding managerReveal Email/Phone
5
Executive Assistant/Office ManagerReveal Email/Phone
6
Executive Assistant in Financial ServicesReveal Email/Phone
7
PresidentReveal Email/Phone
8
Senior Financial AdvisorReveal Email/Phone
9
Principal - Potocsny Financial GroupReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M17-26%N/AN/A
#3
$43.2M187-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3592%N/AN/A
#6
$19.7M9429%N/AN/A
#7
$42.7M18522%N/AN/A
#8
$0.2M20%N/AN/A
#9
$6.7M408%N/AN/A
#10
$11.9M65-12%$75MN/A
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What Is International Assets Advisory?

International Assets Advisory, LLC, (IAA) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.

keywords:Finance

N/A

Total Funding

83

Number of Employees

$17.4M

Revenue (est)

-6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

International Assets Advisory News

2022-04-20 - Offshore Financial Services' Hub Panama Adopts Crypto, Passes Law To Permit Digital Assets' Use

The bill covers the trading and use of crypto assets, issuance of ... chief executive officer at financial investment advisory firm K&B...

2022-04-17 - Best Practices for New Advisors

"Being able to communicate with your clients is huge," according to International Assets Advisory's Aaron Leak. Source: FA-IQ + Transcript.

2022-04-13 - CISA, FBI, NSA, and International Partners Issue Advisory on ...

CISA, FBI, NSA, and International Partners Issue Advisory on Demonstrated Threats ... particularly those defending our most critical assets.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$19.8M838%N/A
#2
$22.4M835%N/A
#3
$15M838%N/A
#4
$21M831%N/A
#5
$14.9M8360%N/A