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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CRD 144426File 801-68114
APPROVED
Retail clients
Disclosure events
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.57B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Non-discretionary $796.0M
Clients
5,961
8,531 accounts
Employees
124
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 5, 2007
Principal office
111 NORTH ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801
Phone
407-254-1500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.57B
Discretionary AUM
$1.77B
Non-discretionary AUM
$796.0M
Discretionary accounts
7,636
Non-discretionary accounts
895
Total accounts
8,531
AUM per client
$431K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other90$82.7M
High net worth individuals2,073$1.54B
Individuals (other than high net worth individuals)3,798$944.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11A1
  • Q11A2
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D1
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5
  • Q11E1
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.