I
$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
3 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-06-2022
- Office Locations
- 1
Office Locations
2401 PGA Blvd #280-Q Palm Beach Gardens FL
About Investment Advisors OF America, LLC
Investment Advisors OF America, LLC is a Palm Beach Gardens-based RIA. The firm has been operating for 3 years. Managing $13.4M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$420.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LAURENCE MONTELLO
Chief Compliance Officer, Managing Director, President
- CRD
- #3154790
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,440,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,440,280 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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