Individual Asset Management, Inc
● SEC registered since 2025CRD 123418SEC# 801-132369San Mateo, CA
Reg. AUM
$173.1M
Employees
5
Accounts
424
Location
San Mateo, CA
Individual Asset Management, Inc assets under management
Individual Asset Management, Inc operates as an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2025. It reports $173.1 million in regulatory assets under management and employs 5 people.
Individual Asset Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dusan Thomas Zachystal Control | Ceo/Cco | Over 75% | 2002 |
Frequently asked questions
How much does Individual Asset Management, Inc manage?
Individual Asset Management, Inc reports $173.1 million in regulatory assets under management on its Form ADV.
How many employees does Individual Asset Management, Inc have?
Individual Asset Management, Inc reports 5 employees.
Where is Individual Asset Management, Inc located?
Individual Asset Management, Inc is based in San Mateo, CA and has been SEC-registered since 2025.
Does Individual Asset Management, Inc disclose fund performance?
Individual Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 411 Borel Avenue, Suite 502, San Mateo, CA 94402 |
| Phone | 415-358-0138 |
| Office hours | 08:30 - 17:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.1M▲ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$173.1Mregulatory AUM
Discretionary $173.1M