ISGAM US LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high‑net‑worth individuals. The firm operates with a small team of advisers and manages roughly $66 million across about 50 client relationships, offering portfolio management, retirement‑rollover advice, and modular financial plans.
The firm’s investment approach emphasizes strategic asset allocation, quality‑oriented long‑term equity selection, fixed‑income positions, and alternative investments organized around three “building blocks” (global/US equities, fixed income, and alternatives), with periodic rebalancing and individualized investment restrictions where requested. ISGAM US also incorporates model portfolios and trade recommendations provided by a related foreign sub‑adviser while retaining sole discretion and custody arrangements with an institutional custodian and delivering quarterly performance reporting.
Noteworthy features include its corporate affiliations and service arrangements: ISGAM US is under common ownership with other advisory entities and discloses a formal sub‑adviser relationship with a related foreign firm that supplies research and model recommendations, and certain personnel divide time across the affiliated firms. The brochure also discloses a paid referral/endorsement arrangement with an online lead provider and shared operational resources with affiliates, with the firm describing policies intended to address resulting conflicts of interest.
Client services
Expertise
Fee options
0.70% - 1.50% annually based on asset mix and amount
$500 per hour for financial planning
Account minimum: $500,000 Fee-only: $500 per hour for financial planning services
Main office
See office222 Lakeview Ave, Suite 800
West Palm Beach FL 33401
Advisors at this office
2
Offices (2)
Most active in
Florida · Louisiana · 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
Advisors at this firm
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