Iam Advisory, LLC
IAM Advisory, LLC is an SEC-registered investment adviser headquartered in Easton, Pennsylvania. Founded in December 2019, the firm is owned by Joseph C. Parsons and Holly P. Jinks and employs about 15 people. IAM Advisory provides a broad range of wealth management and financial planning services to individuals (including high net worth), corporations, and pension/profit-sharing plans. The firm is known for its long-standing commitment to fiduciary duty, client trust, personalized investment advice, and a focus on lifelong financial security and planning.
Investment Strategy
IAM Advisory, LLC offers customized investment management with a strong emphasis on fiduciary responsibility and long-term client relationships. The firm provides comprehensive financial planning, including retirement planning, legacy and estate advisory, asset protection, and tax planning, all tailored to the needs and life stages of its clients. Its investment approach centers on safety, comfort, and trust, using logic and expertise to align investment strategy with individual client goals while striving to deliver value through diversified holdings and disciplined portfolio management.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 16.03% | $71.3M | 801,369 | $73.37 | $88.96 | +$4.7M |
N NOBL | PROSHARES TR | 15.60% | $69.4M | 673,207 | $90.27 | $103.07 | +$3.0M |
A AVDE | AMERICAN CENTY ETF TR | 7.23% | $32.2M | 407,626 | $68.57 | $78.90 | +$2.3M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 6.24% | $27.7M | 1,220,665 | $22.56 | $22.72 | +$717.1K |
J JHML | JOHN HANCOCK EXCHANGE TRADED | 5.73% | $25.5M | 324,953 | $54.34 | $78.37 | +$1.6M |