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International Assets Investment Management, LLC
International Assets Investment Management, LLC (IAIM) is a registered investment adviser headquartered in Orlando, FL. Established in 2007, IAIM provides wealth management and investment advisory services primarily to individuals—including high net worth clients—and to select businesses. IAIM manages over $2 billion in assets and employs over 120 professionals. The firm operates in compliance with SEC and FINRA regulations and focuses on serving client investment needs through both advisory and brokerage channels.
Investment Strategy
International Assets Investment Management, LLC follows a discretionary and non-discretionary investment approach, offering diversified portfolios primarily in individual equities and ETFs, with substantial allocations to technology, consumer, and growth stocks. The firm serves approximately 8,000 accounts, with most assets being managed for individuals and high net worth clients. IAIM's philosophy emphasizes acting in clients’ best interests using a mix of in-house and external research, while seeking capital growth and risk management tailored to client objectives. The firm operates within a best-interest fiduciary framework, though recent disclosures indicate continued efforts to strengthen conflict-of-interest policies.
Latest 13F Filing Activity
International Assets Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 836 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, JPMorgan Chase & Co., Microsoft Corp. among other positions. International Assets Investment Management, LLC reduced exposure to Apple Inc., Goldman Sachs Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (836)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.69% | $70.5M | 380,393 | $232.49 | $205.17 | -$12.2M |
N NVDA | NVIDIA CORPORATION | 5.54% | $68.7M | 434,743 | $120.68 | $157.99 | +$15.7M |
A AMZN | AMAZON COM INC | 3.48% | $43.1M | 196,402 | $186.03 | $219.39 | +$3.2M |
M MSFT | MICROSOFT CORP | 3.42% | $42.3M | 85,115 | $430.21 | $497.41 | +$8.1M |
Q QQQ | INVESCO QQQ TR | 2.68% | $33.2M | 60,222 | $487.90 | $551.64 | +$4.2M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
G George Walters | Investment Manager | Melbourne Beach, FL , United States | |
J John Teevan | Executive Vice President of Investments | Spring Lake, NJ , United States | |
L Lori Timothy | Associate | Salt Lake City, UT , United States |
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