INDIVIDUAL ASSET MANAGEMENT, INC
Legal name: INTERNATIONAL ASSET MANAGEMENT
CRD #123418 SEC #801-132369 SAN MATEO, CA 415-358-0138
SEC Registered
Total AUM
$106M
Discretionary
$106M
Employees
5
Clients
10
Accounts
293
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
- LEI
- 254900FTTEV22FJGN03
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZACHYSTAL, DUSAN, THOMAS | I | CEO/CCO | E | Control |
| ZACHYSTAL, DUSAN, THOMAS | I | CEO/CCO | E | Control |
| ZACHYSTAL, DUSAN, THOMAS | I | CEO/CCO | E | Control |
| ZACHYSTAL, DUSAN, THOMAS | I | CEO/CCO | E | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
411 BOREL AVENUESUITE 502
SAN MATEO, CA 94402
United States
Phone: 415-358-0138