What departments does IAM Advisors have?

IAM Advisors has employees across 1 departments including Marketing.

What is the largest department at IAM Advisors?

The largest department at IAM Advisors is Marketing with 1 employees.

Where are IAM Advisors employees located globally?

IAM Advisors has employees across 5 continents and 7 countries including Morocco, Indonesia, India, Albania, United Kingdom Of Great Britain And Northern Ireland.

How has IAM Advisors's team size changed over time?

IAM Advisors's team has decreased from approximately 27 to 12 employees based on available data.

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IAM Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

IAM Advisors is a registered investment advisory firm in the financial services industry. It offers portfolio management, financial planning, and financial consulting for individuals and small businesses on a discretionary or consultative basis. The firm serves expatriate clients across four continents and focuses on expatriate financial issues and global investment strategies.

Based in Menlo Park, California, IAM Advisors serves US clients with a global investment approach and a network of professionals to support financial planning needs. Clients interact directly with credentialed financial advisors who take a proactive approach to guidance tailored to their circumstances. The practice operates with a midsize team that combines a US base with international expertise.

IAM Advisors Global Highlights

North America
4

United States Of America
4

Asia
3

India
2
Indonesia
1

Europe
2

Albania
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

Morocco
1

South America
1

Peru
1

IAM Advisors's Leadership

H. L.
Marketing & Communications
Mobile Phone
Email
J. P.
Business Development Investment Portfolio Manager
Mobile Phone
Email

IAM Advisors Employee Metrics

100%

50%

2026

2025

Administrative
Education
Healthcare Services
Accounting
Information Technology
Other
Marketing
Military & Protective Services
Solutions Engineering
Banking
Branding
Business
Analytics

Contact profiles from IAM Advisors

Name

Title

Contact Info

Location

Last Update

H. L.
Marketing & Communications
Mobile Phone
Email
United Kingdom
Apr 13, 2026
J. P.
Business Development Investment Portfolio Manager
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

Frequently Asked Questions

What is IAM Advisors known for?

IAM Advisors was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 750 Menlo Avenue Suite 200 Menlo Park, California 94025 United States. Explore IAM Advisors's company overview page for more information.

What is IAM Advisors's most common email format?

IAM Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IAM Advisors email formats with LeadIQ.

How many employees does IAM Advisors have currently?

IAM Advisors has approximately 15 employees as of May 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are IAM Advisors's key employees and leadership?

As of May 2026, IAM Advisors's key employees include:

Marketing & Communications: H. L.
Business Development Investment Portfolio Manager: J. P.

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IAM Advisors Employee Directory

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