SourcingSourcing

INTERNATIONAL ASSETS ADVISORY, LLC

C38
CRD 10645·SEC 801-119029·ORLANDO, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERNATIONAL ASSETS ADVISORY, LLC
CRD
10645
SEC file #
801-119029
EIN
843549647
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
iaac.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PECUNIA MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
PECUNIA MANAGEMENT, LLC
COFRANCESCO, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IAAC.COM
Rdap Domain Creation Date
1996-05-19T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
91,880
Form 5500 Compensation Trajectory 3y
202591,880
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
91,880
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001799417
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2020-01-10
Edgar Last Filing Date
2020-02-26
Edgar Form D Count
3
Edgar Form D Offerings
2020-02-262020-02-26 · 0001799417-20-000003
2020-01-102020-01-10 · 0001799417-20-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
36
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2015 3RD AVENUE NBIRMINGHAM, AL 35203
Business
2015 3RD AVENUE NBIRMINGHAM, AL 35203
Edgar EIN
843549647
Edgar Recent Filings
D/A2020-02-26 · 0001799417-20-000003
D/A2020-01-10 · 0001799417-20-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-20T04:00:00Z
Rdap Domain Last Changed
2025-05-20T18:16:55Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (52)

52
MOORE, ANN KATHERINE
IAR · Executive Officer · 2.5%
5535928
COFRANCESCO, EDWARD
IAR · Executive Officer · 2.5%
2305035
WEINBERGER, DAVID S
IAR · Executive Officer · 2.5%
2676116
LAMPMAN, MATTHEW EDWARD
IAR · Executive Officer · 2.5%
6132493
Myra Pearle Nicholson
Executive Officer · 2.5%
2740029
WEISS, RICHARD JAY
Executive Officer · 2.5%
2523174
SHANNON LYNN NAGY
IAR
4376500
NICOLE CHRISTINA PENN
IAR
5765637
LAURNA M HART JAMES
IAR
2860340
JOSEPH GIACCHI
IAR
5786470
JARED URBANTKE
IAR
7337643
WILLIAM EDWIN HOPPE
IAR
4836716
JAY PAUL JENSEN
IAR
5363633
LISA AMELIA SAMUELS
IAR
5470140
DONALD ROBERT TODD
IAR
5092870
DANIEL JOSEPH MCFARLANE
IAR
733655
DAVID SCOTT WILSON
IAR
2975346
BENJAMIN JOHN ZAMOJSKI
IAR
6738764
ALEJANDRO MARTINEZ
IAR
3137324
ANGELA C DAY
IAR
7318197
KELLY ANNE SPENCER
IAR
5104937
Justin Fitzgerald Echols
IAR
8037754
MARY PATRICIA GUNN
IAR
2165041
Nathan Brandon Michael Walsh
IAR
7388516
TODD ARTHUR KNAPP
IAR
3028214
THEOPHILOUS HENRY WOODS
IAR
724986
MARIO PORRAS
IAR
1804267
DONALD JAMES GUNN
IAR
1442917
PAUL WILLIAM DIETTERICH
IAR
5906021
SHAWNALEE REBECCA WOODS
IAR
2115396
ALAN ORLIN HANSEN
IAR
5588169
HENRI JOSEPH BONNE
IAR
2484636
Jacobo Andres Leon Giraldez
IAR
7987751
JOHN DAVID JAICKS
IAR
2100233
ROBERT A LINDBLOOM
IAR
5029719
JERRY ALLEN KLUSENER
IAR
2322954
ILY ELIZABETH NOLEN
IAR
6162331
STEPHEN THOMAS PAVLICH
IAR
1794852
ROBERT JAMES D'ANDRIA
IAR
1916172
STEVEN MICHAEL BOYD
IAR
1123044
STEPHEN ANTHONY PIERCE
IAR
2170820
CESAR EMILIO OLIVARES
IAR
5291012
RONALD PATRICK CAMERON
IAR
2551641
SUSAN THERESA LOWRY
IAR
3205290
JAMES ALOYSIUS CONWELL
IAR
1436190
CHARLES BARTON JOHNSON
IAR
1675395
KEVIN DAVID NICHOLS
IAR
1961596
BRENDA RENEE RIVERS
IAR
2892497
DEREK JOHN PETERSON
IAR
1896342
SHELBY JEAN SMITH
IAR
1657402
CECIL ALLEN ROSS
IAR
2391047
ANTHONY PALMERI
IAR
6174424