International Assets Investment Management, LLC
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About this Advisor
Nathaniel Goldenberg is a certified financial planner who works out of Orlando, Florida, with 12 years of professional experience. Goldenberg works at International Assets Investment Management, LLC. Throughout their career, they have worked at J.P. Morgan Securities LLC and International Assets Advisory. Goldenberg holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. International Assets Investment Management, LLC is a firm that has its headquarters in Orlando, Florida. The company has offices in 32 locations and a total of 93 advisors. It administers $613 million in assets among its 2,574 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,574 client accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by International Assets Investment Management, LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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International Assets Investment Management, LLC Brokerage Details
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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
Nathaniel Goldenberg Work History
Nathaniel has 12 years of experience.
International Assets Advisory
J.P. Morgan Securities LLC
Nathaniel Goldenberg has disclosures.
Please visit their SEC profile for more details.