Nathan
Walsh

International Assets Investment Management, LLC

CRD#7388516
Investment Advisor
in Orlando, FL

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About this Advisor

Nathan Walsh is a financial advisor based in Orlando, Florida, working with International Assets Investment Management, LLC. Nathan has previously held positions at United State House Of Representatives, Penn State Interfraternity Council, Northwestern Mutual, Puroclean Emergency Restoration, Capital Bank, Granite Property Management, Fisher Investments, Pennsylvania State University, Student, Megatel Capital Investment, International Assets Advisory, LLC, and International Assets Investments Management LLC. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Nathan is part of International Assets Investment Management, LLC, which operates out of Orlando, Florida. The firm has 92 offices and 122 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at International Assets Investment Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

111 North Orange Avenue Suite 1000
Orlando, FL 32801

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,685,163,470

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

122

FL Average: 62
Total Number of Accounts

7,168

FL Average: 2,474
Average Account Size

$235,095

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

Nathan Walsh Work History

2024 - Present (0 year)

Megatel Capital Investment

2024 - Present (0 year)

International Assets Advisory, LLC

2024 - Present (0 year)

International Assets Investments Management LLC

2022 - Present (2 years)

Fisher Investments

2022 - 2022 (< 1 year)

United State House Of Representatives

2021 - 2021 (< 1 year)

Northwestern Mutual

2020 - 2021 (1 year)

Penn State Interfraternity Council

2019 - 2020 (1 year)

Puroclean Emergency Restoration

2018 - 2020 (2 years)

Puroclean Emergency Restoration

2018 - 2018 (< 1 year)

Capital Bank

2018 - 2022 (4 years)

Pennsylvania State University

2016 - 2017 (1 year)

Granite Property Management

2012 - 2018 (6 years)

Student

Disclosures

Please visit the SEC profile of Nathan Walsh 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

Michael Walker
La Crescenta, CA
Justin Bodnar
Orlando, FL
Shannon Nagy
Alma, MI
Michael Petramalo
Orlando, FL
Edward Massari
Orlando, FL
Robert Alvarez
Orlando, FL
Kristina Leuzzi
Orlando, FL
Mark Potocsny
Cheshire, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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