International Assets Advisory

  • Financial Services
  • Orlando FL
  • 73 employees
  • Financial Services
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Company Overview

Headquarters
390 North Orange Avenue, Orlando FL
Website
iaac.com
Employees
73
Founded in
1982
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is International Assets Advisory

International Assets Advisory, LLC (IAA) is a full-service brokerage and money management firm based in Orlando, Florida. Founded in 1982, the company is registered under the Securities Act of 1934 and employs 73 individuals. IAA serves a large clientele, including individuals and institutions, from its Orlando office. IAA offers a range of financial services, including investment strategy construction, global diversification strategies, and asset allocation planning. They provide customized financial consulting services to each client, tailoring their approach to individual needs. IAA Capital Markets, a division of the firm, specializes in institutional investing and offers clients access to a diverse array of global investment opportunities. IAA's institutional clients benefit from the company's independent analysis and expertise in global financial markets. They partner with Pershing, a leading global business solutions provider, to ensure clients have access to advanced trading technology and operational support. Through its services, IAA helps clients build portfolios encompassing domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, and sophisticated retirement and estate planning services. For more information about International Assets Advisory, please visit their website at iaac.com.

Company Leadership

John Teevan

Executive Vice President of Investments

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David Weinberger

President

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Cindy Cofrancesco

Director of Accounting

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International Assets Advisory Industry Tags

Companies Similar to International Assets Advisory

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50M 12 Stamford, CT 2005
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FAQ

What is the location of International Assets Advisory's headquarters?
The headquarters of International Assets Advisory are situated at 390 North Orange Avenue, Orlando FL
What is International Assets Advisory's official website?
The official website of International Assets Advisory can be found at iaac.com.
What is International Assets Advisory's current revenue?
As of June 2023, International Assets Advisory's annual revenue reached $50B.
How many employees does International Assets Advisory currently have?
International Assets Advisory employs approximately 73+ people as of June 2023
Which industries is International Assets Advisory primarily operating in?
International Assets Advisory operates in the following industries: Finance, Credit
Who is the Executive Vice President of Investments of International Assets Advisory?
International Assets Advisory's Executive Vice President of Investments is John Teevan
What are International Assets Advisory's industry tags?
International Assets Advisory's industry tags include: Finance, Finance, Finance
When was International Assets Advisory founded?
International Assets Advisory was founded in 1982.

Employee Directory

Key Employees

Ed Cofrancesco

President

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Carlos Sisniega-Enriquez

Registered Representative

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Mark Potocsny

Principal - Potocsny Financial Group

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Gil Dulberg

Vice President

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Jacobo León

Operations Associate

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