What is Investors Asset Management, Inc. (IAM)'s NAICS code?

Investors Asset Management, Inc. (IAM)'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique RIA Small team, personal advisory approach, and long tenure in wealth management create opportunities to position IAM as a dedicated partner for high-touch clients seeking customized financial planning and intimate wealth management services.

S.E.L.E.C.T. Edge IAM’s proprietary investment process (S.E.L.E.C.T.) can be leveraged to differentiate offerings; sales outreach can emphasize systematic, disciplined investing to attract clients seeking clarity and consistency in portfolio construction.

Digital Education Regular videos, podcasts, and blogs indicate a strong content strategy that can be scaled for lead generation; propose partnerships or client education programs to convert views into inquiries and appointments.

Growth Potential With revenue under one million and a lean team, IAM may be primed for strategic growth via selective client acquisition, referral partnerships, or white-labeled investment solutions that complement existing services.

Competitive Landscape Operating in a market with several large incumbents, IAM can be positioned to win by highlighting independence, fee-only fiduciary stance, and personalized planning that may appeal to clients seeking transparent, client-first advisory relationships.

Investors Asset Management, Inc. (IAM) Email Formats	Example	Percentage
Last@iaminvest.com	Doe@iaminvest.com	50%
First@iaminvest.com	John@iaminvest.com	50%

Investors Asset Management, Inc. (IAM) Email Formats

Example

Percentage

Last@iaminvest.com

Doe@iaminvest.com

50%

First@iaminvest.com

John@iaminvest.com

50%

Frequently Asked Questions

What is Investors Asset Management, Inc. (IAM)'s phone number?

You can contact Investors Asset Management, Inc. (IAM)'s main corporate office by phone at

+1-972-985-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investors Asset Management, Inc. (IAM)'s official website and social media links?

Investors Asset Management, Inc. (IAM)'s official website is iaminvest.com and has social profiles on LinkedIn.

How much revenue does Investors Asset Management, Inc. (IAM) generate?

As of July 2026, Investors Asset Management, Inc. (IAM)'s annual revenue is estimated to be <$1M.

What is Investors Asset Management, Inc. (IAM)'s SIC code NAICS code?

Investors Asset Management, Inc. (IAM)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Investors Asset Management, Inc. (IAM) have currently?

As of July 2026, Investors Asset Management, Inc. (IAM) has approximately 1 employees across 1 continents, including North America. Key team members include Associate: N. G.: D. L. P.: E. R.. Explore Investors Asset Management, Inc. (IAM)'s employee directory with LeadIQ.

What industry does Investors Asset Management, Inc. (IAM) belong to?

Investors Asset Management, Inc. (IAM) operates in the Investment Management industry.

What technology does Investors Asset Management, Inc. (IAM) use?

Investors Asset Management, Inc. (IAM)'s tech stack includes GoDaddy.

What is Investors Asset Management, Inc. (IAM)'s email format?

Investors Asset Management, Inc. (IAM)'s email format typically follows the pattern of Last@iaminvest.com. Find more Investors Asset Management, Inc. (IAM) email formats with LeadIQ.

Investors Asset Management, Inc. (IAM)

Q: How many employees does Investors Asset Management, Inc. (IAM) have currently?

Investors Asset Management, Inc. (IAM) has approximately 1 employees.

Q: What industry does Investors Asset Management, Inc. (IAM) belong to?

Investors Asset Management, Inc. (IAM) operates in the Investment Management industry.

Q: What technology does Investors Asset Management, Inc. (IAM) use?

Investors Asset Management, Inc. (IAM)'s tech stack includes GoDaddy.

Investment ManagementTexas, United States0-1 Employees

Investors Asset Management, Inc. (IAM) is a fee-only registered investment advisor that specializes in wealth management and financial planning. The firm is based in Plano, Texas, and has been serving clients for nearly three decades. It employs a structured investment approach called the S.E.L.E.C.T. process, developed by its founder Rich Erwin. IAM also maintains educational content on its website, including videos, podcasts, and blogs.

Within the investment management field, IAM operates as a fee-only advisor offering comprehensive wealth management and financial planning. Its Plano base and nearly thirty-year history reflect an established, local presence.

Insights

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