International Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated March 27, 2026, reports $173M in regulatory assets under management, 5 employees, and 424 accounts.
Assets Under Management
$173M
Employees
5
Offices
--
Total Clients
190
Primary office
SAN MATEO, CA
411 BOREL AVENUE, SUITE 502, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
133
2
HNWI
28.9%
55
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 27, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts424
10Y AUM Change+$67M (+63.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.