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| International Assets Investment Management LLC
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|---|---|
| CRD # | 144426 |
| SEC # | 801-68114 |
| CIK # | 0001818604 |
| AUM | 2,569.4 M (2026-01-30) |
| Employees | 124 (91% Investors, 73% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-254-1500 |
| Address | 111 North Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 81.4 | ||
| Nvidia Corp | 77.3 | ||
| Amazon Com Inc | 38.7 | ||
| Microsoft Corp | 31.4 | ||
| Palantir Technologies Inc | 24.3 | ||
| Broadcom Inc | 21.0 | ||
| Tesla Motors Inc | 19.1 | ||
| Alphabet Inc | 17.5 | ||
| Lilly Eli & Co | 15.6 | ||
| Alphabet Inc | 15.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,798 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,073 | 1.5 |
| (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 | 0.0 |
| (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 | 90 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,531 | 2.6 |
| By Discretionary | ||
| Discretionary | 7,636 | 1.8 |
| Non-Discretionary | 895 | 0.8 |
| Total | 8,531 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.5 | |
| Total | 8,531 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001818604] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 42 (1 non-US) |
| Serves | Institutional, Retail |
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