Andrew
Elsoffer

International Assets Investment Management, LLC

CRD#2580009
Investment Advisor
in Orlando, FL

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About this Advisor

Andrew Elsoffer is a financial advisor based out of Orlando, Florida who has 5 years of relevant experience. Elsoffer is an advisor for International Assets Investment Management, LLC. Their career trajectory has included roles at Stifel Nicolaus & Co Inc and International Assets Investment Management, LLC. Elsoffer has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. International Assets Investment Management, LLC is a business that has its headquarters in Orlando, FL. The firm has offices in 92 locations and a total of 126 people on staff. It oversees $1 billion in assets under management between its 6,618 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 6,618 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on the type of financial services offered. Fees charged by International Assets Investment Management, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

390 North Orange Avenue Suite 750
Orlando, FL 32801

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,444,509,347

FL Average: $1,855,561,029
Total Number of Employees

126

FL Average: 62
Total Number of Accounts

6,618

FL Average: 2,474
Average Account Size

$218,270

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Elsoffer Work History

Andrew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

International Assets Investment Management, LLC

2011 - 2018 (7 years)

Stifel Nicolaus & Co Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Elsoffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at International Assets Investment Management, LLC

Leo Vassallo
Syracuse, NY
Ily Nolen
Orlando, FL
Michael O'Neil
Orlando, FL
Robert Alvarez
Orlando, FL
Shannan Denison
Grand Rapids, MI
Richard Fulton
Orlando, FL
Matthew Novak
Fort Lauderdale, FL
Danny Kominski
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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