Shannan
Denison

International Assets Investment Management, LLC

CRD#4417573
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Shannan Denison is a financial advisor based in Grand Rapids, Michigan, working with International Assets Investment Management, LLC. Shannan has previously held a position at International Assets Advisory. Shannan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Shannan is part of International Assets Investment Management, LLC, which operates out of Grand Rapids, Michigan. 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 63, Series 66

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

The Waters Building 161 Ottawa Ave., Ste 112M
Grand Rapids, MI 49503

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International Assets Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,685,163,470

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

122

MI Average: 62
Total Number of Accounts

7,168

MI Average: 2,474
Average Account Size

$235,095

MI 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

Shannan Denison Work History

2013 - Present (11 years)

International Assets Advisory

Disclosures

Please visit the SEC profile of Shannan Denison 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

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

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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