Firm profile

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

ORLANDO, FLCRD 144426Latest ADV January 30, 2026

International Assets Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated January 30, 2026, reports $2.6B in regulatory assets under management, 124 employees, 95 offices, and 8,531 accounts.

Assets Under Management
$2.6B
Employees
124
Offices
95 offices
Total Clients
5,961
Primary office
ORLANDO, FL
111 NORTH ORANGE AVENUE, SUITE 1000, ORLANDO, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOEdward R. Cofrancesco
CCORichard J. Weiss
CFODavid S. Weinberger

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
3,798
2
HNWI
34.8%
2,073
3
Corporations
1.5%
90

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.6Bas of January 30, 2026
Discretionary69.0%
$1.8B
69% of total RAUM69.0%
Non-discretionary31.0%
$796M
31% of total RAUM31.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.6B
Total Accounts8,531
10Y AUM Change+$2.3B (+753.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees124
Clients per Employee48:1
10Y Employee Change+59 (+90.8%)

* 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.