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International Assets Investment Management, LLC

● SEC registered since 2007CRD 144426SEC# 801-68114Orlando, FL
Export (members)
Reg. AUM
$2.57B
Employees
124
Accounts
8,531
Location
Orlando, FL

International Assets Investment Management, LLC assets under management

International Assets Investment Management, LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2007. It reports $2.6 billion in regulatory assets under management and employs 124 people.
www.iaac.comView on SEC.gov ↗

International Assets Investment Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
David S Weinberger ControlChief Financial OfficerUnder 5%2018
Edward Richard Cofrancesco ControlCeoUnder 5%2006
Matthew Edward Lampman ControlPresident/Chief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does International Assets Investment Management, LLC manage?

International Assets Investment Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does International Assets Investment Management, LLC have?

International Assets Investment Management, LLC reports 124 employees.

Where is International Assets Investment Management, LLC located?

International Assets Investment Management, LLC is based in Orlando, FL and has been SEC-registered since 2007.

Does International Assets Investment Management, LLC disclose fund performance?

International Assets Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 North Orange Avenue, Suite 1000, Orlando, FL 32801
Phone407-254-1500
Fax407-254-1505
Office hours8:30-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Regulatory AUM

$2.57B▲ 16%
Feb '25 — $2.21BMar '25 — $2.21BApr '25 — $2.21BMay '25 — $2.21BJun '25 — $2.21BJul '25 — $2.21BAug '25 — $2.21BSep '25 — $2.21BOct '25 — $2.21BNov '25 — $2.21BDec '25 — $2.21BJan '26 — $2.57BFeb '26 — $2.57BMar '26 — $2.57BApr '26 — $2.57BMay '26 — $2.57BJun '26 — $2.57B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers

Assets under management

$2.57Bregulatory AUM
Discretionary $1.77BNon-discretionary $796M