International Assets Investment Management is an investment advisor in Orlando with $1.44 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260274224
SEC advisor number
801-68114
FINRA CRD number
144426
AUM ?
$1.44 bn
(as of 11 Apr 23)
Accounts
6,618
(as of 11 Apr 23)
Employees
126
(121 investment advisory or research)
Address
International Assets Investment Management
390 NORTH ORANGE AVE
SUITE 750
ORLANDO
FL 32801
390 NORTH ORANGE AVE
SUITE 750
ORLANDO
FL 32801
Office hours
Monday - Friday, 8:30-5:00
Phone
407-254-1500
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pecunia Management, LLC | Managing Member/owner | 12/2006 | > 75% |
Cofrancesco, Edward, Richard | CEO / President | 12/2006 | < 5% |
Weiss, Richard, Jay | Chief Compliance Officer | 01/2018 | < 5% |
Nicholson, Myra, Pearle | Chief Legal Officer | 02/2018 | < 5% |
Weinberger, David, S | Chief Options Principal / Chief Financial Officer / Chief Risk Officer | 02/2018 | < 5% |
Lampman, Matthew, Edward | Chief Operating Officer | 12/2019 | < 5% |
Iaa Investment Holdings, LLC | Member | 02/2023 | > 75% |
Ria Holding Company | Member | 02/2023 | > 75% |
Richard Desichirrevocable 2005 South Dakota Trust Fbo of Jeffrey Desichand Richard Desicha. Desich | Member | 02/2023 | > 75% |
South Dakota Trustcompany, LLC | Trustee | 02/2023 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Nov 22