About International Assets Advisory
International Assets Advisory is a Financial Services company based in Orlando (United States) founded in 1982. A financial services platform is provided for asset management and investment banking. It operates on a Brokerage / Intermediation and Professional Services model. International Assets Advisory offers products and services including Asset Management, Investment Banking, and Custom Investment Strategies. Its focus areas include Financials, Capital Markets and Investment Banking and Brokerage.
Company details
International Assets Advisory, LLC operates as an independent broker-dealer since 1982, offering financial services to professionals and institutions. Asset management and investment banking solutions are delivered through affiliates like International Assets Investment Management, LLC and Global Assets Advisory, LLC, both SEC-registered advisors. Services are extended to private clients, non-profits, endowments, and corporations with a focus on custom investment strategies and retirement planning. A global suite of products is made available, ensuring Wall Street offerings with Main Street service. Ethical standards and transparency are emphasized in all interactions within the financial sector.
- Headquarters Orlando, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website iaac.com
Products & Services of International Assets Advisory
International Assets Advisory offers a comprehensive portfolio of products and services, including Asset Management, Investment Banking, and Custom Investment Strategies.
Portfolios are managed with alternative investment access provided.
Services include corporate finance and mergers support offered.
Tailored investment plans are developed for client needs.
People of International Assets Advisory
10 people are tracked at International Assets Advisory (5 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Matthew Cox | Managing Director | Leadership |
Ann Moore | Chief Business Development Officer | Leadership |
Richard Weiss | Chief Compliance Officer | Leadership |
John P. Teevan Jr. | Executive Vice President Of Investments | Leadership |
David Weinberger | CFO And Chief Regulatory Officer | Leadership |
Kevin Deutsch | Financial Advisor | Team |
Christina Crosby | Executive Assistant/office Manager | Team |
Cliff Vatter | RIA Registration Pending | Team |
Mark J. Potocsny | Principal - Potocsny Financial Group | Team |
Colleen O'Connor | Senior Accountant | Team |
Complete people profiles for International Assets Advisory
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Web traffic of International Assets Advisory
Websites that share an audience with International Assets Advisory (iaac.com).
Websites whose visitors overlap most with International Assets Advisory. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| macg.com | 100% | 15.8K | View details | ||
| signalhill.com | 93% | View details | |||
| retirementwatch.com | 74% | 244.5K | #207,183 | View details | |
| virtus.com | 66% | 66.5K | #544,619 | View details | |
| interasset.com | 30% | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as International Assets Advisory (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about International Assets Advisory
Complete news archive for International Assets Advisory
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about International Assets Advisory
International Assets Advisory was founded in 1982.
International Assets Advisory is headquartered in Orlando, United States. It is registered at Orlando, Florida, United States.
International Assets Advisory, LLC operates as an independent broker-dealer since 1982, offering financial services to professionals and institutions. Asset management and investment banking solutions are delivered through affiliates like International Assets Investment Management, LLC and Global Assets Advisory, LLC, both SEC-registered advisors. Services are extended to private clients, non-profits, endowments, and corporations with a focus on custom investment strategies and retirement planning. A global suite of products is made available, ensuring Wall Street offerings with Main Street service. Ethical standards and transparency are emphasized in all interactions within the financial sector.
International Assets Advisory offers Asset Management, Investment Banking, and Custom Investment Strategies.