IAM ADVISORY LLC
CRD #305492 SEC #801-117991 EASTON, PA 610-258-3269
SEC Registered
Total AUM
$635.8M
Discretionary
$635.8M
Employees
15
Clients
251
Accounts
2,727
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $635.8M | $635.8M | $0 | 15 | 2 |
| Apr 2024 | $572.4M | $572.4M | $0 | 15 | 0 |
| Jan 2024 | $572.4M | $572.4M | $0 | 15 | 0 |
| Sep 2023 | $487.3M | $483.5M | $3.9M | 15 | 0 |
| Jan 2023 | $487.3M | $483.5M | $3.9M | 15 | 0 |
| Aug 2022 | $526.1M | $526.1M | $0 | 15 | 4 |
| Jan 2022 | $526.1M | $526.1M | $0 | 15 | 4 |
| Jul 2021 | $451.2M | $451.2M | $0 | 15 | 15 |
| Apr 2021 | $451.2M | $451.2M | $0 | 15 | 15 |
| Mar 2021 | $451.2M | $451.2M | $0 | 14 | 15 |
| Jan 2021 | $451.2M | $451.2M | $0 | 14 | 15 |
| Oct 2020 | $357M | $349.2M | $7.8M | 9 | 0 |
| Jun 2020 | $357M | $349.2M | $7.8M | 9 | 0 |
| May 2020 | $357M | $349.2M | $7.8M | 9 | 0 |
| Jan 2020 | $0 | $0 | $0 | 9 | 0 |
| Jan 2020 | $0 | $0 | $0 | 9 | 0 |
| Dec 2019 | $0 | $0 | $0 | 9 | 0 |
DateJan 2025
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees15
Clients2
DateApr 2024
Total AUM$572.4M
Discretionary$572.4M
Non-Disc.$0
Employees15
Clients0
DateJan 2024
Total AUM$572.4M
Discretionary$572.4M
Non-Disc.$0
Employees15
Clients0
DateSep 2023
Total AUM$487.3M
Discretionary$483.5M
Non-Disc.$3.9M
Employees15
Clients0
DateJan 2023
Total AUM$487.3M
Discretionary$483.5M
Non-Disc.$3.9M
Employees15
Clients0
DateAug 2022
Total AUM$526.1M
Discretionary$526.1M
Non-Disc.$0
Employees15
Clients4
DateJan 2022
Total AUM$526.1M
Discretionary$526.1M
Non-Disc.$0
Employees15
Clients4
DateJul 2021
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees15
Clients15
DateApr 2021
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees15
Clients15
DateMar 2021
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees14
Clients15
DateJan 2021
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees14
Clients15
DateOct 2020
Total AUM$357M
Discretionary$349.2M
Non-Disc.$7.8M
Employees9
Clients0
DateJun 2020
Total AUM$357M
Discretionary$349.2M
Non-Disc.$7.8M
Employees9
Clients0
DateMay 2020
Total AUM$357M
Discretionary$349.2M
Non-Disc.$7.8M
Employees9
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0