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Insights

Executive Growth Recent leadership advancement to President signals strategic inflection and potential need for executive-level advisory services, leadership development, and performance optimization offerings.

Mid-Market Expansion Revenue range and employee size indicate a mid-market firm with growth potential; opportunities exist for scalable technology, compliance, and outsourced operations solutions to support expanding advisory capabilities.

Technology Stack Current use of a diverse digital stack (CMS platforms, analytics/UX tools, email services, and hosting) suggests openness to modernization, security enhancements, CRM integration, and marketing automation services.

Regulatory Footing FINRA/SIPC membership and SEC-registered advisers imply ongoing regulatory compliance needs; potential for targeted solutions in compliance automation, risk management, and data governance.

Client Reach Headquartered in Orlando with national and international client reach presents opportunities for global IT support, multilingual client service tools, and scalable infrastructure to support cross-border advisory activities.

Similar companies to International Assets Advisory

International Assets Advisory Tech Stack

International Assets Advisory uses 8 technology products and services including Hotjar, Drupal, Squarespace, and more. Explore International Assets Advisory's tech stack below.

International Assets Advisory's Email Address Formats

International Assets Advisory uses at least 4 email formats:
International Assets Advisory Email FormatsExamplePercentage
FLast@iaac.comJDoe@iaac.com
92%
Last@iaac.comDoe@iaac.com
6%
F.Last@iaac.comJ.Doe@iaac.com
1%
FirstLas@iaac.comJohnDoe@iaac.com
1%

Frequently Asked Questions

What is International Assets Advisory's phone number?

Minus sign iconPlus sign icon You can contact International Assets Advisory's main corporate office by phone at
+1-800-432-****
. 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 International Assets Advisory's official website and social media links?

Minus sign iconPlus sign iconInternational Assets Advisory's official website is iaac.com and has social profiles on LinkedIn.

How much revenue does International Assets Advisory generate?

Minus sign iconPlus sign icon As of September 2026, International Assets Advisory's annual revenue is estimated to be $50M - $100M.

What is International Assets Advisory's SIC code and NAICS code?

Minus sign iconPlus sign iconInternational Assets Advisory's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does International Assets Advisory have currently?

Minus sign iconPlus sign iconAs of September 2026, International Assets Advisory has approximately 66 employees across 3 continents, including North America, Europe and Asia. Key team members include Chief Financial Officer: J. H., President Owner: D. H. and President: E. C. Explore International Assets Advisory's employee directory with LeadIQ.

What industry does International Assets Advisory belong to?

Minus sign iconPlus sign iconInternational Assets Advisory operates in the Financial Services industry.

What technology does International Assets Advisory use?

Minus sign iconPlus sign iconInternational Assets Advisory's tech stack includes Hotjar, Drupal, Squarespace, WordPress, Shopify, Amazon Simple Email Service, Microsoft 365 and WP Engine.

What is International Assets Advisory's email format?

Minus sign iconPlus sign iconInternational Assets Advisory's email format typically follows the pattern of FLast@iaac.com. Find more International Assets Advisory email formats with LeadIQ.

When was International Assets Advisory founded?

Minus sign iconPlus sign iconInternational Assets Advisory was founded in 1982.
International Assets Advisory logo

International Assets Advisory

Financial ServicesFlorida, United States51-200 Employees

International Assets Advisory is a full-service brokerage firm established in 1982, headquartered in Orlando, Florida, with Financial Professional offices spread across the United States. Positioned as a Main Street firm that works with Wall Street, it aims to provide personal service and access to diversified products, noting that clients value service quality as much as investment performance. It operates in the financial services industry and is a member of FINRA and SIPC. Investment advisory services are offered through its affiliated SEC-registered advisers International Assets Investment Management, LLC, and Global Assets Advisory, LLC. The company maintains a nationwide presence through its headquarters and professional offices serving local, regional, national, and international clients. In February 2025, Matthew Lampman was promoted to President, a leadership development noted in its recent news.

Section iconCompany Overview

Phone number
+1-800-432-****
Website
iaac.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

    International Assets Advisory's revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Financial Officer at International Assets Advisory
    J. H.
    Chief Financial Officer
    Mobile Phone
  • President Owner at International Assets Advisory
    D. H.
    President Owner
    Mobile Phone
  • President at International Assets Advisory
    E. C.
    President
    Mobile Phone
  • Owner at International Assets Advisory
    P. P.
    Owner
    Mobile Phone
  • Managing Partner at International Assets Advisory
    J. W.
    Managing Partner
    Mobile Phone

Employee Directory

  • First Vice President, Senior Financial Consultant at International Assets Advisory
    S. S.
    First Vice President, Senior Financial Consultant
    Mobile Phone
  • Finance Manager at International Assets Advisory
    F. B.
    Finance Manager
    Mobile Phone
  • Human Resources Manager at International Assets Advisory
    R. D.
    Human Resources Manager
    Mobile Phone
  • Senior Transitions Specialist at International Assets Advisory
    M. F.
    Senior Transitions Specialist
    Mobile Phone
  • Financial Advisor at International Assets Advisory
    K. D.
    Financial Advisor
    Mobile Phone

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