International Asset Management

International Asset Management

Financial-Services

Menlo Park, Californ...
United States
Company Tagline

Investment management and financial planning for US expats.

Industry Category
Financial-Services
Company Description

International Asset Management is a leading financial services firm committed to helping clients achieve their financial goals through expert investment management and comprehensive financial planning. With a focus on personalized service and a deep understanding of global investment strategies, International Asset Management delivers tailored solutions to individuals and small businesses.

Located at 750 Menlo Avenue, Suite 200, Menlo Park, California 94025, US, International Asset Management specializes in cross-border financial and portfolio planning, retirement planning, and a range of financial consulting services. The firm prides itself on providing clients with direct access to experienced financial advisors who offer proactive guidance and customized strategies.

International Asset Management is dedicated to building long-term relationships with clients, providing them with the expertise and support needed to navigate the complexities of the financial landscape. We invite the manager of International Asset Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and reach.

International Asset Management est une société de services financiers de premier plan qui s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à une gestion d'investissement experte et à une planification financière complète. En mettant l'accent sur un service personnalisé et une compréhension approfondie des stratégies d'investissement mondiales, International Asset Management offre des solutions sur mesure aux particuliers et aux petites entreprises.

Situé au 750 Menlo Avenue, Suite 200, Menlo Park, California 94025, US, International Asset Management se spécialise dans la planification financière et de portefeuille transfrontalière, la planification de la retraite et une gamme de services de conseil financier. L'entreprise est fière d'offrir à ses clients un accès direct à des conseillers financiers expérimentés qui offrent des conseils proactifs et des stratégies personnalisées.

International Asset Management se consacre à l'établissement de relations à long terme avec ses clients, en leur fournissant l'expertise et le soutien nécessaires pour naviguer dans les complexités du paysage financier. Nous invitons le directeur d'International Asset Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore la visibilité et la portée de votre entreprise.

Key Personnel / Employees
Shane Clark EFP Hugo Lesser hussain A (Iam at IAM)

Compare Companies Side by Side

Compare International Asset Management with 3 companies in Financial-Services

4 Companies
Comparison Field
International Asset Management
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SPC Financial, Inc.
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Founded Year
1970 2004 2020
Company Size
11-50 2-10 2-10
City
Menlo Park, California Rockville, Maryland Columbus, OH Moss Vale, NSW
Country
United States United States United States
Skills & Keywords Comparing with main company
9 Total Skills
Financial Services Investment Management Financial Planning Portfolio Management Retirement Planning Cross Border Financial Planning Financial Consulting Cross Border Financial & Portfolio Planning Over 90% of our clients are U.S. expatriates
9 Total 9 Unique
Unique Skills:
Asset Allocation Business Planning College Planning Income & Estate Tax Planning Planned Gifting Risk Management +3
1 Total 1 Unique
Unique Skills:
Estate Planning
8 Total 8 Unique
Unique Skills:
Accounting Business Advisory Financial Advice Financial Education Investment Advice SMSF +2
4
Total Companies
1970
Oldest Founded
1
Countries
27
Unique Skills

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Alternative Company Names

This company is also known as

International Asset Management 国际资产管理 अंतर्राष्ट्रीय एसेट मैनेजमेंट Gestión Internacional de Activos إدارة الأصول الدولية Gestion Internationale d'Actifs Международное управление активами Gestão Internacional de Ativos