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Insights

SMB Focus Target IAM as a boutique, fee-only RIA serving high-net-worth individuals in Plano and nearby markets, presenting a potential entry point for outsourced investment management and financial planning services tailored to smaller advisory clients.

Growth Potential With revenue under one million and a near three-decade tenure, IAM represents a stable, smaller-scale practice that could be interested in strategic partnerships, technology upgrades, or back-office support to scale operations.

Tech Leverage IAM's use of a simple tech stack (GoDaddy) signals openness to modernization. Propose scalable advisory tech, CRM, portfolio analytics, and client portal solutions to improve efficiency and client experience.

Content Strategy IAM actively produces videos, podcasts, and blogs. This presents opportunities to offer content distribution, marketing automation, and regulatory-compliant content creation services to expand client engagement.

Competitive Landscape Operating in the same broad space as major custodians and asset managers, IAM could benefit from partnerships around turnkey investment solutions, compliance support, or white-labeled advisory services to compete more effectively and attract larger clients.

Similar companies to Investors Asset Management, Inc. (IAM)

Investors Asset Management, Inc. (IAM) Tech Stack

Investors Asset Management, Inc. (IAM) uses 1 technology products and services including GoDaddy, and more. Explore Investors Asset Management, Inc. (IAM)'s tech stack below.

  • GoDaddy
    Web Hosting

Investors Asset Management, Inc. (IAM)'s Email Address Formats

Investors Asset Management, Inc. (IAM) uses at least 2 email formats:
Investors Asset Management, Inc. (IAM) Email FormatsExamplePercentage
Last@iaminvest.comDoe@iaminvest.com
50%
First@iaminvest.comJohn@iaminvest.com
50%

Frequently Asked Questions

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconInvestors 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?

Minus sign iconPlus sign icon 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 and NAICS code?

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

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

Minus sign iconPlus sign iconAs 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. and : E. R. Explore Investors Asset Management, Inc. (IAM)'s employee directory with LeadIQ.

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

Minus sign iconPlus sign iconInvestors Asset Management, Inc. (IAM) operates in the Investment Management industry.

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

Minus sign iconPlus sign iconInvestors Asset Management, Inc. (IAM)'s tech stack includes GoDaddy.

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

Minus sign iconPlus sign iconInvestors 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) logo

Investors Asset Management, Inc. (IAM)

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.

Section iconCompany Overview

Phone number
+1-972-985-****
Website
iaminvest.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Investors Asset Management, Inc. (IAM)'s revenue is estimated to be in the range of <$1M

Company Leadership

  • Associate at Investors Asset Management, Inc. (IAM)
    N. G.
    Associate
    Mobile Phone
  • Employee at Investors Asset Management, Inc. (IAM)
    D. L. P.
    Mobile Phone
  • Employee at Investors Asset Management, Inc. (IAM)
    E. R.
    Mobile Phone
  • Employee at Investors Asset Management, Inc. (IAM)
    L. H.
    Mobile Phone
  • Employee at Investors Asset Management, Inc. (IAM)
    L. G.
    Mobile Phone

Employee Directory

  • Employee at Investors Asset Management, Inc. (IAM)
    N. K.
    Mobile Phone
  • Employee at Investors Asset Management, Inc. (IAM)
    S. B.
    Mobile Phone

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