James
Bartolacci
Iam Advisory LLC
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About this Advisor
James Bartolacci is a financial advisor based in Easton, Pennsylvania, working with Iam Advisory LLC. James has previously held positions at Investment Advisors Asset Management, LLC, Royal Alliance Associates, and Iam Advisory LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Iam Advisory LLC, which operates out of Easton, Pennsylvania. The firm has 3 offices and 15 employees. The firm manages assets totaling $572.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Iam Advisory LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iam Advisory LLC Brokerage Details
$572,439,714
15
2,719
$210,533
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Bartolacci Work History
Iam Advisory LLC
Royal Alliance Associates
Investment Advisors Asset Management, LLC
Disclosures
Please visit the SEC profile of James Bartolacci 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 Iam Advisory LLC
Easton, PA
Easton, PA
Easton, PA
Scotch Plains, NJ
Easton, PA
Easton, PA
Easton, PA
Easton, PA
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