I
CRD: 114651
International Asset Management, Inc.
Laredo, TX
9567233795
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-1994
- Office Locations
- 1
Office Locations
-- Laredo TX
About International Asset Management, Inc.
International Asset Management, Inc. is a Laredo-based RIA. The firm has been operating for 32 years. Managing $16.4M in total assets under management, with 1 advisory representatives. Services offered include Asset Management.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$548.1K AVG AUM / CLIENT
32.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Services
Eagle vector
Owner & Executives
J
JOSEPH ROTHSTEIN
President
- CRD
- #4460627
- Ownership
- 75% or more
(386) 875-5203
summit.vertex@optimacapital.com
in linkedin.com/in/radial-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,442,766 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,442,766 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,442,766
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,357,671,184 | 100.0% |
| Total | $7,357,671,184 | 100.0% |