International Assets Advisory

Orlando, United States Founded: 1982 • Age: 44 yrs
A financial services platform is provided for asset management and investment banking.
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About International Assets Advisory

International Assets Advisory is a company based in Orlando (United States) founded in 1982. It operates as a Brokerage / Intermediation, and Professional Services. International Assets Advisory offers products and services including Asset Management, Investment Banking, and Custom Investment Strategies.

  • Headquarter Orlando, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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
Headcount 50-200
Employee Profiles 10
Employee Profiles
People
Kevin Deutsch
Financial Advisor
People
Matthew Cox
Managing Director
People
Ann Moore
Chief Business Development Officer
People
Richard Weiss
Chief Compliance Officer

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Funding Insights of International Assets Advisory

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by International Assets Advisory

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - International Assets Advisory

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

International Assets Advisory Comparisons

Employees
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Competitors of International Assets Advisory

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on International Assets Advisory

Frequently Asked Questions about International Assets Advisory

When was International Assets Advisory founded?

International Assets Advisory was founded in 1982.

Where is International Assets Advisory located?

International Assets Advisory is headquartered in Orlando, United States. It is registered at Orlando, Florida, United States.

What does International Assets Advisory do?

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.

What products or services does International Assets Advisory offer?

International Assets Advisory offers Asset Management, Investment Banking, and Custom Investment Strategies.

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