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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 21, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | E | Control |
| PARSONS, JOSEPH, CLARK | I | MANAGING MEMBER | D | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| JINKS, HOLLY, PARSONS | I | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jan 21, 2025 REGISTERED
Notice Filings (17)
AZ CA CT DE FL GA MA MD MI NC NJ NY OH PA SC TX VA
Address
137 NORTH SECOND STREETEASTON, PA 18042
United States
Phone: 610-258-3269