Nathaniel
Goldenberg

International Assets Investment Management, LLC

CRD#4903121
Investment Advisor
in Orlando, FL
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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

Series 66, Certified Financial Planner

Years of Experience

12 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

Nathaniel Goldenberg Work History

Nathaniel has 12 years of experience.

2013 - Present (6 years)

International Assets Advisory

2006 - 2013 (7 years)

J.P. Morgan Securities LLC

Disclosures

Nathaniel Goldenberg has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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