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Global Investment Focus IAM specializes in global investment strategies, catering to expatriate clients worldwide. Presenting tailored financial solutions for individuals and small businesses seeking to diversify their portfolios internationally.

Personalized Financial Guidance Clients at IAM engage directly with experienced financial advisors holding top professional credentials. This personalized approach ensures proactive guidance tailored to each client's unique financial situation, fostering trust and loyalty.

Expatriate Expertise With a deep understanding of expatriate financial issues, IAM offers specialized services to clients navigating the complexities of living abroad. Leveraging firsthand expatriate experience to provide holistic financial solutions.

Web Presence Optimization Utilizing a tech stack including Site Kit, WordPress, and SEO tools like Yoast, IAM demonstrates a commitment to an optimized online presence. Maximizing digital visibility and accessibility to attract and engage potential clients effectively.

Growing Client Base IAM's client base spans four continents, indicating a strong market presence and potential for expansion. Targeting regions with growing financial needs can open up new sales opportunities and consolidate IAM's position as a leading financial advisory firm.

Similar companies to IAM

IAM Tech Stack

IAM uses 8 technology products and services including Site Kit, WordPress, Shopify, and more. Explore IAM's tech stack below.

  • Site Kit
    Analytics
  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Open Graph
    Miscellaneous
  • Yoast SEO
    Search Engines
  • MediaElement.js
    Video Players
  • Apache
    Web Servers

Media & News

IAM's Email Address Formats

IAM uses at least 1 format(s):
IAM Email FormatsExamplePercentage
FirstL@iamadvisors.comJohnD@iamadvisors.com
38%
FirLast@iamadvisors.comJohDoe@iamadvisors.com
12%
FirstL@iamadvisors.comJohnD@iamadvisors.com
38%
FirLast@iamadvisors.comJohDoe@iamadvisors.com
12%

Frequently Asked Questions

Where is IAM's headquarters located?

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IAM's main headquarters is located at 750 Menlo Avenue, Suite 200, Menlo Park, California 94025 US. The company has employees across 4 continents, including AsiaAfricaNorth America.

What is IAM's stock symbol?

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IAM is a publicly traded company; the company's stock symbol is AGDM.

What is IAM's official website and social media links?

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IAM's official website is iamadvisors.com and has social profiles on LinkedIn.

How much revenue does IAM generate?

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As of October 2019, IAM's annual revenue reached $1.8M.

What is IAM's SIC code NAICS code?

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IAM's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does IAM have currently?

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As of October 2019, IAM has approximately 44 employees across 4 continents, including AsiaAfricaNorth America. Key team members include Chief Executive Officer: E. H.President: T. Z.Director Client Experience: L. T.. Explore IAM's employee directory with LeadIQ.

What industry does IAM belong to?

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IAM operates in the Financial Services industry.

What technology does IAM use?

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IAM's tech stack includes Site KitWordPressShopifyTwitter Emoji (Twemoji)Open GraphYoast SEOMediaElement.jsApache.

What is IAM's email format?

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IAM's email format typically follows the pattern of . Find more IAM email formats with LeadIQ.

When was IAM founded?

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IAM was founded in 2002.
IAM

IAM

Financial ServicesCalifornia, United States11-50 Employees

Contact us at LaurieT@iamadvisors.com
Schedule a free 30 minute consultation

Clients on four continents trust International Asset Management (IAM), a Registered Investment Advisory firm, to help them grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.

Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that specializes in expatriate financial issues and global investment strategies. We understand the expatriate lifestyle because we have been there ourselves.

Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need.

As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation.

Section iconCompany Overview

Headquarters
750 Menlo Avenue, Suite 200, Menlo Park, California 94025 US
SIC Code
6282 - Investment Advice
Stock Symbol
AGDM
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    IAM's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    IAM's revenue is in the range of $10M

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