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- Custodian
- Charles Schwab & Company ยท Royal Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2022
- Office Locations
- 2
Office Locations
About Isgam US LLC
ISGAM US LLC is a Miami-based firm founded in 2022 that combines discretionary asset management with client-focused financial planning for U.S. clients at home or abroad. Portfolios use diversified models across equities, fixed income, and alternatives with a global outlook and attention to tax efficiency and costs. Planning includes cross-border, retirement and estate work, 401(k)/529 reviews, and hourly engagements. The firm also partners with U.S. financial planners; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Frank Robert van Lerven
Chief Compliance Officer
- CRD
- #7530635
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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William O'Brien Johnston
--
- CRD
- #7860146
Andrew James Little
Sr. Project Manager
- CRD
- #7923144
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,199,434 | $974,118 |
| Non-Discretionary | $0 | -- |
| Total | $66,199,434 | $974,118 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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