SourcingSourcing

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

C26
CRD 144426·SEC 801-68114·ORLANDO, FL
AUM
$2.57B
$1B+
Est. Revenue
$25.7M
@ 1% on AUM
Est. EBITDA
$7.7M
@ 30% margin
Est. Deal Value
$61.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CRD
144426
SEC file #
801-68114
EIN
260274224
DBA names
—

Economics

AUM
$2.57B
AUM band
$1B+
AUM trajectory
'20'26
$794.4M → $2.57B▲ +223%
Client mix
Individuals Other3,798
Individuals High Net Worth2,073
Corporations90

Operations

Employees (total)
124
Advisory staff (per ADV)
113
Advisory staff (5-yr trend)
'20'26
94 advisors → 113 advisors▲ +20%
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
iaac.com

Compliance

Disclosures (firm)
13
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
6
Control Persons
PECUNIA MANAGEMENT, LLC
Cofrancesco, Edward, Richard
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

SEC EDGAR

Edgar Cik
0001818604
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2020-07-20
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
32
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001420506-26-000777

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
44
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Lpl Financial2
Edgar Addresses
Mailing
111 NORTH ORANGE AVESUITE 1000ORLANDO, FL 32801
Business
111 NORTH ORANGE AVESUITE 1000ORLANDO, FL 32801
Edgar EIN
260274224
Edgar Recent Filings
13F-HR2026-05-01 · 0001420506-26-000777
13F-HR2026-02-03 · 0001420506-26-000135
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 (53)

53
LAMPMAN, MATTHEW EDWARD
IAR · Executive Officer · 2.5%
6132493
WEINBERGER, DAVID S
IAR · Executive Officer · 2.5%
2676116
COFRANCESCO, EDWARD
Executive Officer · 2.5%
2305035
Myra Pearle Nicholson
Executive Officer · 2.5%
2740029
WEISS, RICHARD JAY
Executive Officer · 2.5%
2523174
SHANNON LYNN NAGY
IAR
4376500
MOORE, ANN KATHERINE
IAR
5535928
JOSEPH GIACCHI
IAR
5786470
JARED URBANTKE
IAR
7337643
LISA AMELIA SAMUELS
IAR
5470140
DAVID SCOTT WILSON
IAR
2975346
KRISTINA E LEUZZI
IAR
6440285
ALEJANDRO MARTINEZ
IAR
3137324
ANGELA C DAY
IAR
7318197
Justin Fitzgerald Echols
IAR
8037754
SHAWNALEE REBECCA WOODS
IAR
2115396
Nathan Brandon Michael Walsh
IAR
7388516
Jacobo Andres Leon Giraldez
IAR
7987751
TODD ARTHUR KNAPP
IAR
3028214
THEOPHILOUS HENRY WOODS
IAR
724986
CESAR EMILIO OLIVARES
IAR
5291012
DONALD JAMES GUNN
IAR
1442917
ROBERT A LINDBLOOM
IAR
5029719
ROBERT LYNDON TAYLOR
IAR
1423130
STEPHEN THOMAS PAVLICH
IAR
1794852
ILY ELIZABETH NOLEN
IAR
6162331
JAMES ALOYSIUS CONWELL
IAR
1436190
PAUL NICHOLAS KARABATSOS
IAR
2985947
ROBERT JAMES D'ANDRIA
IAR
1916172
EDWARD GARY BECKERMAN
IAR
806784
KEVIN DAVID NICHOLS
IAR
1961596
JERRY ALLEN KLUSENER
IAR
2322954
STEPHEN ANTHONY PIERCE
IAR
2170820
CECIL ALLEN ROSS
IAR
2391047
RONALD PATRICK CAMERON
IAR
2551641
JAMES FRANKLIN MCENULTY
IAR
7633898
GEORGE AUGUST WALTERS
IAR
4709332
JEROME R LONG
IAR
6378874
MICHAEL THOMAS FRUSTACI
IAR
2758004
DANNY DAVID KOMINSKI
IAR
5780204
JOSE R DA CRUZ
IAR
5708542
JANET LYNN NORDQUIST
IAR
5126274
SEAN PATRICK QUINN
IAR
1616254
EDWARD PETER MASSARI
IAR
5838093
HARRISON JAMES GUNN
IAR
6831495
ROBERT DANIEL STEIN
IAR
2741065
Joseph A Gross
IAR
4468261
ANDREW BRUCE ELSOFFER
IAR
2580009
MICHAEL GAETANO O'NEIL
IAR
4141201
GLENN RICHARD TOUSSAINT
IAR
1145760
AARON CRAIG SYMONETTE
IAR
6619649
DANIEL ALEXANDER NELSON
IAR
5707212
ADAM PHILLIP BELL
IAR
5585025