Theodore
Byrer
International Assets Investment Management, LLC
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About this Advisor
Theodore Byrer is a financial advisor based in Westfield, Indiana, working with International Assets Investment Management, LLC. Theodore has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, International Assets Investment Management, LLC, and International Assets Advisory, LLC. Theodore has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Theodore is part of International Assets Investment Management, LLC, which operates out of Westfield, Indiana. 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
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,685,163,470
122
7,168
$235,095
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
Theodore Byrer Work History
International Assets Investment Management, LLC
International Assets Advisory, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Theodore Byrer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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