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..
Company Details
- Employees
- 13
- Founded
- -
- Address
- 750 Menlo Avenue, Suite 200,, Menlo Park,california 94025,united States
- Phone
- (415) 358-0138
- la****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iamadvisors.com
- Keywords
- Over 90% of our clients are U.S. expatriates, Financial Planning, Portfolio Management, Retirement Planning, Cross Border Financial and Portfolio Planning.
- HQ
- Menlo Park, California
International Asset Management Questions
International Asset Management's helpline number is (415) 358-0138
International Asset Management's website is iamadvisors.com
International Asset Management's LinkedIn profile is https://www.linkedin.com/company/iamadvisors
International Asset Management has
13 employees.
View email and phone details for 13
employees at International Asset Management.
International Asset Management's industry is
Financial Services
International Asset Management's top competitors are
Euroamerican Financial Advisors,
Ascenta Wealth,
Albemarle Asset Management,
Northern Lights Advisors Inc.,
The International Service Group And Partners (Isg&p),
Andante Asset Management,
Js Advisory,
Wulstan Capital,
Oxford Digital Communications,
International Asset Management.
International Asset Management's support email address is lauriet@iamadvisors.com
International Asset Management's categories are Financial Services
International Asset Management's founding year is 2002
