International Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
International Asset Management, Inc. provides financial planning and portfolio management services primarily to individual, non‑high‑net‑worth clients, as described in its Form ADV Part 2. The firm accepts a variety of engagement types and fee arrangements, including hourly billing, fixed‑fee projects, and percentage‑of‑AUM arrangements.
The firm operates as a solo practitioner practice that combines one‑on‑one planning engagements with ongoing portfolio management and periodic account reviews. Its brochure indicates investment recommendations are tailored to individual client objectives and implemented through direct management of client accounts rather than pooled private funds.
Compared with peers, the firm is small—managing about $16.4 million in regulatory assets for roughly 15 clients—and unusually flexible in fee formats, which is uncommon among similar advisers. The absence of private fund advisory activity and the explicit offering of hourly and fixed‑fee financial planning mark its service model as distinctive within its category.
Client services
Main office
Laredo TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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