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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2003
- Office Locations
- 2
Office Locations
About International Asset Management
International Asset Management (IAM) provides investment management and financial planning for clients with cross-border needs, especially US expatriates and non-US citizens living in the US. The firm builds globally allocated, multi-currency portfolios and advises on tax, estate, retirement income, and currency transfer/hedging considerations. IAM also consults with US employers supporting non-US employee finances. Founded 2002; access to 100+ market centers in 20 countries.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DUSAN THOMAS ZACHYSTAL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4595081
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SHANE K CLARK
Financial Advisor, General Partner
- CRD
- #4987239
SCOTT ALAN SCHWARTZ
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2518654
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,098,000 | $408,250 |
| Non-Discretionary | $0 | -- |
| Total | $173,098,000 | $408,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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