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.
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 |