Iam Advisory LLC
● SEC registered since 2020CRD 305492SEC# 801-117991Easton, PA
Reg. AUM
$699.4M
Employees
14
Accounts
2,759
Location
Easton, PA
Iam Advisory LLC assets under management
Iam Advisory LLC is an SEC-registered investment adviser based in Easton, PA. The firm has been registered since 2020. It reports $699.4 million in regulatory assets under management and employs 14 people.
Iam Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holly Parsons Jinks Control | Managing Member, Chief Operating Officer, And Chief Compliance Officer | 50-75% | 2019 |
| Joseph Clark Parsons Control | Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does Iam Advisory LLC manage?
Iam Advisory LLC reports $699.4 million in regulatory assets under management on its Form ADV.
How many employees does Iam Advisory LLC have?
Iam Advisory LLC reports 14 employees.
Where is Iam Advisory LLC located?
Iam Advisory LLC is based in Easton, PA and has been SEC-registered since 2020.
Does Iam Advisory LLC disclose fund performance?
Iam Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 137 North Second Street, Easton, PA 18042 |
| Phone | 610-258-3269 |
| Fax | 610-258-5841 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1825292 |
| Discloses disciplinary history | No |
Regulatory AUM
$699.4M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$699.4Mregulatory AUM
Discretionary $699.4M