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IAM ADVISORY LLC

Tel: 610-258-3269
137 North Second Street
Easton, Pennsylvania  18042

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IAM ADVISORY LLC

IAM ADVISORY LLC is a Easton, Pennsylvania based financial advisory firm with nearly $635,778,479 in assets under management and provides investment advisory services for 2727 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

305492

SEC#:

801-117991

No. of Clients:

2727

Assets under Management

$635,778,479

No. of Advisors:

15

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