Insights

Expatriate Financial ServicesIAM specializes in expatriate financial issues and global investment strategies. This expertise presents a sales opportunity to target expatriates seeking financial planning services tailored to their unique circumstances.

Global Investment ApproachWith a global investment approach and a network of financial professionals, IAM can attract clients looking for diversified investment opportunities beyond domestic markets. This positions IAM to cater to individuals seeking international investment solutions.

Trusted Professional AdvisorsIAM clients deal directly with highly qualified financial advisors. Highlighting the credentials and personalized service of these advisors can be a strong selling point to individuals and businesses looking for expert financial guidance.

Latest Financial NewsStay informed about IAM's latest financial results and market performance. Monitoring news sources like invezz.com and zacks.com can provide insights for sales professionals looking to engage with clients based on current market trends and company updates.

Gold Industry InsightsGiven IAM's involvement with gold-related investments, sales development representatives can leverage industry news related to gold prices, production, and earnings reports to engage with potential clients interested in gold as an investment asset.

IAM Tech Stack

IAM uses 8 technology products and services including Calendly, WordPress, OneTrust, and more. Explore IAM's tech stack below.

  • Calendly
    Appointment Scheduling
  • WordPress
    Content Management System
  • OneTrust
    Cookie Compliance
  • Shopify
    E-commerce
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    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 IAG.

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 CalendlyWordPressOneTrustShopifyjQueryCloudflare Bot ManagementGoogle AnalyticsNginx.

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
IAG
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

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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