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| Happy Holidays!! thanks for using AUM13F!! |
| International Assets Investment Management LLC
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| CRD # | 144426 |
| SEC # | 801-68114 |
| CIK # | 0001818604 |
| AUM | $2.2 B (2025-07-07) |
| Employees | 128 (97% Investors, 80% Brokers) |
| Phone | 407-254-1500 |
| Address | 111 North Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001818604 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 70.5 | ||
| Nvidia Corp | 68.7 | ||
| Amazon Com Inc | 43.1 | ||
| Microsoft Corp | 42.3 | ||
| Palantir Technologies Inc | 21.3 | ||
| Tesla Motors Inc | 15.5 | ||
| Broadcom Inc | 14.6 | ||
| VISA Inc | 13.0 | ||
| Facebook Inc | 12.7 | ||
| Netflix Inc | 11.4 | ||
| Alphabet Inc | 11.2 | ||
| United Parcel Service Inc | 11.0 | ||
| J P Morgan Chase & Co | 10.5 | ||
| Lilly Eli & Co | 9.9 | ||
| Alphabet Inc | 9.5 | ||
| Mastercard Inc | 9.0 | ||
| Costco Wholesale Corp /NEW | 8.1 | ||
| Wal Mart Stores Inc | 7.7 | ||
| Home Depot Inc | 7.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,364 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,837 | 1.3 |
| (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 | 82 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,359 | 2.2 |
| By Discretionary | ||
| Discretionary | 7,481 | 1.6 |
| Non-Discretionary | 878 | 0.6 |
| Total | 8,359 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 8,359 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001818604] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Endowment Development Corp
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|
TX | 2.2 |
|
IPEX Inc
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MI | 2.2 |
|
Sandhill Capital Partners LLC
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NY | 2.2 |
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Resonant Capital Advisors LLC
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WI | 2.2 |
|
CKW Financial Group LLC
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HI | 2.2 |
|
Coho Partners Ltd
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PA | 2.2 |
|
Glassman Wealth Services LLC
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|
VA | 2.2 |
|
Maple Capital Management Inc
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|
VT | 2.2 |
|
Tributary Capital Management LLC
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|
NE | 2.2 |
|
Moody Lynn Lieberson & Walker LLC
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|
MA | 2.2 |