Contact us at LaurieT@iamadvisors.com Schedule a free 30 minute consultation American expat clients on four continents trust International Asset Management (IAM), a Registered Investment Advisory firm, to help them grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis. Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that specializes in expatriate financial issues and global investment strategies. We understand the expatriate lifestyle because we have been there ourselves. Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need. As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation..
View Top Employees from International Asset ManagementWebsite | http://www.iamadvisors.com/ |
Revenue | $5.6 million |
Employees | 17 (17 on RocketReach) |
Founded | 2002 |
Address | 750 Menlo Avenue Suite 200, Menlo Park, California 94025, US |
Phone | (707) 791-4993 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Austin Asset, Cumberland Advisors, Fragasso Financial Advisors, Gerstein Fisher, Townsend Asset Management Corp. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular International Asset Management employee's phone or email?
The International Asset Management annual revenue was $5.6 million in 2024.
Tom Zachystal is the President of International Asset Management.
17 people are employed at International Asset Management.
International Asset Management is based in Menlo Park, California.
The NAICS codes for International Asset Management are [52393, 523, 5239, 52].
The SIC codes for International Asset Management are [628, 62].