Iam Advisory LLC
Iam Advisory LLC is an SEC-registered mass-market adviser in Easton, PA with $699.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Iam Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305492, SEC 801-117991, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $699.4M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Easton, PA
- Employees
- 14
- Clients
- 1,591
- CRD
- 305492
- Ownership
- JINKS, HOLLY, PARSONS; PARSONS, JOSEPH, CLARK
How much AUM does Iam Advisory LLC have?
Iam Advisory LLC reported $699.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Iam Advisory LLC?
Disclosed owners and executives of Iam Advisory LLC include JINKS, HOLLY, PARSONS, PARSONS, JOSEPH, CLARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.