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INTERNATIONAL ASSET MANAGEMENT

SAN MATEO, CA · CRD 123418 · IAPD ↗ · iamadvisors.com · 415-358-0138

$173.1MRegulatory AUM
5Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — INTERNATIONAL ASSET MANAGEMENT reported RAUM up 63% ($106.0M -> $173.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — INTERNATIONAL ASSET MANAGEMENT (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.