Frank
Cuenca

International Assets Investment Management, LLC

CRD#2143454
Investment Advisor
in Orlando, FL
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About this Advisor

Frank Cuenca is a financial advisor based in Orlando, Florida, who has been in the financial industry for 24 years. Cuenca currently works for International Assets Investment Management, LLC. Throughout their career, Cuenca has worked at The Retirement Group, Sii Investments and International Assets Advisory, LLC. Cuenca has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. International Assets Investment Management, LLC is an advisory firm that has its headquarters in Orlando, Florida. The firm has offices in 32 locations and a total of 93 financial advisors. It controls $613 million in total assets between its 2,574 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,574 accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a wide array 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 fee schedules typically vary depending on the financial services. Fee types billed by International Assets Investment Management, LLC most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 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, Performance-based Fees

Disclosures

Yes

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

$794,447,256

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

103

FL Average: 62
Total Number of Accounts

3,348

FL Average: 2,474
Average Account Size

$237,290

FL Average: $750,025

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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

Frank Cuenca Work History

Frank has 24 years of experience.

2018 - Present (1 years)

International Assets Advisory, LLC

2008 - 2017 (9 years)

Sii Investments

1994 - 2009 (15 years)

The Retirement Group

Disclosures

Frank Cuenca has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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