INTERNATIONAL ASSET MANAGEMENT
  • INTERNATIONAL ASSET MANAGEMENT
  • INDIVIDUAL ASSET MANAGEMENT, INC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/11/2025
Other registrations (5)
Former registrations

INDIVIDUAL ASSET MANAGEMENT, INC

ADV Location SAN MATEO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 173,098,000 63%
of that, discretionary 173,098,000 63%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 408,250 13%
% High Net Worth 28.95% 17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

173M 148M 124M 99M 74M 49M 25M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees