Individual Asset Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
411 Borel Ave Ste 502, San Mateo, Califo...Phone Number
(415) 358-0138Website
www.iamadvisors.comRevenue
$5.4 MillionIndustry
About Individual Asset Management
IAM specializes in financial planning and investment management for US expatriates and non-US citizens living in the USA, leveraging over 20 years of experience. The firm provides tailored services addressing cross-border financial concerns, including investment account management, taxation, estate planning, and retirement strategies. IAM also offers consulting services to US companies with non-US citizen employees, helping them navigate the complexities of the US financial system. With a focus on globally-allocated investment portfolios, IAM aims to optimize clients' financial outcomes through sophisticated planning and access to international markets.Explore more
Individual Asset Management Org Chart
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IAM specializes in financial planning and investment management for US expatriates and non-US citizens living in the USA, leveraging over 20 years of experience. The firm provides tailored services addressing cross-border financial concerns, including investment account management, taxation, estate planning, and retirement strategies. IAM also offe... Read More
