IAS Associates

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

5001 Weston Pkwy Ste 105, Cary, North Ca...

Phone Number

(919) 277-1330

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Apr
May
ZI Rank
2
1
1
1
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About IAS Associates

Innovative Asset Solutions LLC provides turnkey asset management services tailored for financial advisers, CPAs, and investment advisers. The company recognizes that many financial professionals excel in relationship management but may not be optimal asset managers, prompting the need for customized investment solutions. By allowing advisers to focus on their core strengths, IAS supports them with unique asset management solutions that enhance client experiences. Their services aim to alleviate the burdens of middle-and-back-office functions, enabling advisers to maintain client trust and satisfaction.Explore more
IAS Associates's Social MediaPopular SearchesIas Associates LLCIndependent Agency ServiceIndependent Agency Services LLCIndependent Agency ServicesIAS AssociatesSIC Code 62,628NAICS Code 52,523Show more

IAS Associates Org Chart

PhoneEmail
CH
United States flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
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Compare insights from companies similar to IAS Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IAS Associates

$5.7M
1-10
Private
-
2007
CH
Charles HoekstraManaging Director
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
<$5M
11-50
Private
-
2009
CC
Candace CavalierCco General Counsel
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IAS Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IAS Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IAS Associates.

IAS Associates Tech Stack

A closer look at the technologies used by IAS Associates

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Frequently Asked Questions Regarding IAS Associates

What is IAS Associates's official website?
IAS Associates's official website is www.iasllc.com
What is IAS Associates's Revenue?
IAS Associates's revenue is $5.7 Million
What is IAS Associates's SIC code?
IAS Associates's SIC: 62,628
What is IAS Associates's NAICS code?
IAS Associates's NAICS: 52,523
How many employees does IAS Associates have?
IAS Associates has 1-10 employees
What industry does IAS Associates belong to?
IAS Associates is in the industry of: Finance, Securities Trading
What is IAS Associates competition?
IAS Associates top competitors include: Heritage Capital Research, Journey Capital Advisers, Montecito Capital Management Group, Pillar Wealth Management
What technology does IAS Associates use?
Some of the popular technologies that IAS Associates uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact IAS Associates?
IAS Associates contact info: Phone number: (919) 277-1330 Website: www.iasllc.com
What does IAS Associates do?

Innovative Asset Solutions LLC provides turnkey asset management services tailored for financial advisers, CPAs, and investment advisers. The company recognizes that many financial professionals excel in relationship management but may not be optimal asset managers, prompting the need for customized investment solutions. By allowing advisers to foc... us on their core strengths, IAS supports them with unique asset management solutions that enhance client experiences. Their services aim to alleviate the burdens of middle-and-back-office functions, enabling advisers to maintain client trust and satisfaction.Read More

What are IAS Associates social media links?
IAS Associates Linkedin page
Is IAS Associates a public company?
IAS Associates is private company therefore does not currently have an official ticker symbol
See more information about IAS Associates

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