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International Asset Management CRD 123418
$173M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
411 Borel Avenue Suite 502, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-30 |
Branch Locations
750 Menlo Avenue Suite #200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Individual Asset Management ("Iam") | Menlo Park | CA | 07/2016 | 03/2017 |
| Individual Asset Management ("Iam") | Menlo Park | CA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-14 |
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