Investment Advisors Of America, L.L.C. (Phoenix)

Investment Advisors Of America, L.L.C provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Advisors Of America, L.L.C: assets under management

The assets under management (AUM) of Investment Advisors Of America, L.L.C. is $28.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $746.95 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Advisors Of America, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Investment Advisors Of America, L.L.C. performs its advisory services is located at 4518 N. 32 Nd Street, Phoenix, AZ 85018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-522-8800 or by fax 602-955-4707. The normal business hours are 9 am - 5 pm by appointment on Monday - Friday. You can find more information about the New York firm at investadvisors.com.

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