Iam Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Easton, PA. Its latest Form ADV filing, dated March 27, 2026, reports $699M in regulatory assets under management, 14 employees, 3 offices, and 2,759 accounts.
Assets Under Management
$699M
Employees
14
Offices
3 offices
Total Clients
1,591
Primary office
EASTON, PA
137 NORTH SECOND STREET, EASTON, PA, United States
Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
1,360
2
HNWI
14.0%
223
3
Corporations
0.5%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$699Mas of March 27, 2026
Discretionary100.0%
$699M
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$699M
Total Accounts2,759
10Y AUM Change+$699M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee114:1
10Y Employee Change+5 (+55.6%)
* 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.