Mega-IPOs are back, with SpaceX, OpenAI, and Anthropic expected to come to market in the coming months. IAA CEO @Ed Cofrancesco tells @InvestmentNews that advisors are actively working through how…
Bringing Wall Street to Main Street
International Assets Advisory, LLC (IAA) is an independent broker-dealer that has been serving financial professionals and institutions since 1982.
International Assets Investment Management, LLC (IAIM) is an SEC-registered investment advisor and an affiliate of IAA.
Global Assets Advisory, LLC (GAA) is an SEC-registered investment advisor and an affiliate of IAA.
Financial Professionals
Join IAA to grow your business and achieve your professional goals through independence.
Investment Banking
IAA works with you on Corporate Finance, Mergers and Acquisitions, and Valuations .
Asset Management
Take advantage of IAIM's approach to managing portfolios plus access to alternative investments.
IAA and the staff take a personal and family approach to business and for that, I will forever be grateful to be part of the IAA team.Tiffany TaylorIAA Wealth Management
IAA has a friendly environment and a quality team of highly educated IAA professionals who are always willing to assist the advisor. A firm with integrity and a perfect fit for an advisor looking to grow.Glenn ToussaintToussaint Financial Associates
Working with IAA as an independent advisor puts a whole new meaning on independence. I can actually write my own articles with get approved by compliance typically within a business day.Shannan DenisonDenison Financial
I chose IAA as my forever RIA because of its boutique size and the depth of its relationships. I have direct access to everyone in the organization whenever I need it, and there is real continuity—people know exactly who I am, how I operate, and what my clients need. I am valued as a true partner to the firm, not simply as a revenue source or a number. Coupled with their high level of advisor support is the firm’s willingness to be creative and collaborative in designing complex planning solutions. I value independence and creativity over cookie-cutter approaches, and IAA gives me the flexibility, resources, and support to build thoughtful, customized strategies for my clients.Collin Fingon
Many of us have had relationships that started out with promises to let us practice in whatever fashion allows you to meet client needs and be compliant. Inevitably at some point comes a gentle, or not so gentle, nudge to steer clients to investments that benefit the broker dealer begin to surface. What we thought was true is no longer true. Here at IAA I have met many advisors who’s practices are distinctly different but do reflect the beliefs and convictions of that advisor and now I can say along with them FINALLY HOME.Theo WoodsWoods Associates
I joined International Assets Advisory in 2015, and it turned out to be one of the best opportunities of my career. From the beginning, IAA stood out because of its family oriented, mom and pop atmosphere where employees are valued as people, not just numbers. I spent several years on the compliance side of the business before transitioning to advisor in 2022. Where I’ve been fortunate to become very successful. I truly credit much of that success to the culture, support, and loyalty within the firm. What makes IAA different is its belief in its employees and advisors. Leadership has always been willing to stand behind people, give second chances, and invest in their growth. That level of loyalty and commitment is rare in this industry. Whether you work in operations, compliance, or as an advisor, IAA is a place where hard work is appreciated, loyalty matters, and people are given the opportunity to rebuild and or grow their careers.Michael Frustaci
We Offer
IAA/IAIM platform offers all the products of a Wall Street firm while giving the client the Main Street service they deserve. Below are some of the Products and Services available to our clients:
- Custom Investment Strategies
- Retirement Income Evaluation
- Investment Performance Reporting
- SOLOK Plans (Individual 401K Plans)
- Online Account Access
- College Savings Plan
- Insurance and Annuity Products
- Goals Based Financial Plan
- Access to Advisory Services
Why IAA?
Fee-based accounts, financial plans, and estate planning are offered through our affiliated SEC Registered Investment Advisor, International Assets Investment Management, LLC (IAIM) and Global Assets Advisory (GAA). We allow clients access to the products and services offered through IAIM and GAA to give our clients more investment and planning options for them to achieve their financial needs and goals.
Company Overview
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44 Years in the Business
We have met a lot of people and solved many problems during this journey, learning and gaining experience that is used to your advantage.
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Strong Ethical Standards
The delivery of superior service is the key to our Broker-Dealer and Investment Advisor relationships.
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Open Communication and Transparency
We welcome and encourage constructive feedback. We use it to improve our business approach and services. We are also strongly committed to transparency in all of our interactions and business dealings with our advisors and institutions.
We Serve
We oversee investment programs for corporate and non-profit defined contribution retirement plans, corporate and governmental pension plans, non-profit endowments and foundations and other institutional investment pools.
Our Clients
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Private Clients
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Non-Profit Organizations
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Endowments & Foundations
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Credit Unions
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Corporations
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Prime Brokerage
