International Assets Advisory, LLC
● SEC registered since 2020CRD 10645SEC# 801-119029Orlando, FL
Reg. AUM
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Employees
3
Accounts
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Location
Orlando, FL
International Assets Advisory, LLC assets under management
International Assets Advisory, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2020. It employs 3 people.
International Assets Advisory, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Katherine Moore Control | Chief Business Development Officer | Under 5% | 2014 |
| David S Weinberger Control | Registered Options Principal / Chief Financial Officer / Chief Regulatory Officer | Under 5% | 2020 |
| Edward Richard Cofrancesco Control | Ceo / President | Under 5% | 2008 |
| Matthew Edward Lampman Control | Executive Vice President/Chief Operating Officer | Under 5% | 2020 |
| Myra Pearle Nicholson | Chief Legal Officer, Chief Risk Officer | Under 5% | 2017 |
| Pecunia Management, LLC Control | Owner | Over 75% | 2006 |
| Richard Jay Weiss | Chief Compliance Officer, Chief Aml Cco | Under 5% | 2018 |
| Iaa Investment Holdings, LLC Control | Member | Over 75% | 2023 |
| RIA Holding Company, LLC Control | Member | Over 75% | 2023 |
| Richard Desich Irrevocable 2005 South Dakota Trust Fbo of Jeffrey Desich and Richard a. Desich Control | Member | Over 75% | 2023 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does International Assets Advisory, LLC have?
International Assets Advisory, LLC reports 3 employees.
Where is International Assets Advisory, LLC located?
International Assets Advisory, LLC is based in Orlando, FL and has been SEC-registered since 2020.
Does International Assets Advisory, LLC disclose fund performance?
International Assets Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 N. Orange Avenue, Suite 1000, Orlando, FL 32801 |
| Phone | 407-254-1500 |
| Fax | 407-254-1505 |
| Office hours | 8:30-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 77%
More than 23% of 16,824 advisers