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| IAM Advisory LLC
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|---|---|
| CRD # | 305492 |
| SEC # | 801-117991 |
| CIK # | 0001825292 |
| AUM | 699.4 M (2026-06-12) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 610-258-3269 |
| Address | 137 North Second Street Easton, PA 18042 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 7.5 | ||
| Apple Inc | 6.6 | ||
| Broadcom Inc | 6.5 | ||
| Sandisk Corp | 6.2 | ||
| Lilly Eli & Co | 5.6 | ||
| Alphabet Inc | 4.6 | ||
| Nvidia Corp | 4.2 | ||
| Palo Alto Networks Inc | 3.3 | ||
| Microsoft Corp | 3.3 | ||
| Merck & Co Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,360 | 215.0 |
| (b) Individuals (high net worth individuals) | 223 | 472.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,759 | 699.4 |
| By Discretionary | ||
| Discretionary | 2,759 | 699.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,759 | 699.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.4 | |
| Total | 2,759 | 699.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001825292] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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