Joseph
Onopa
International Assets Investment Management, LLC
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About this Advisor
Joseph Onopa is a financial advisor based in Middleton, Wisconsin with 2 years of relevant experience. Onopa is an employee of International Assets Investment Management, LLC. Throughout their career, they have worked at Guardian Life Insurance, Park Avenue Securities, International Assets Investment Management, LLC, International Assets Advisory, LLC and Guardian Life. Onopa has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. International Assets Investment Management, LLC is an advisory company operating out of Orlando, FL. The investment advisory business has offices in 92 locations and a total of 126 people on staff. It handles $1 billion in assets across its 6,618 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 6,618 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. Fees billed by International Assets Investment Management, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,444,509,347
126
6,618
$218,270
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
Joseph Onopa Work History
Joseph has been registered as a financial advisor for 2 years.*
International Assets Advisory, LLC
International Assets Investment Management, LLC
Guardian Life Insurance
Park Avenue Securities
Guardian Life
Park Avenue Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Onopa 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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