International Assets Investment Management, LLC

Overview

International Assets Investment Management, LLC is an SEC registered investment adviser based in Orlando, FL, registered since 2007. It reports $2.6B in assets under management across 8,531 accounts, with 124 employees. It has 118 investment adviser representatives.

Reported AUM

$2.6B

Discretionary

69%

Accounts

8,531

Average account

$301K

Employees

124

Advisory reps

118

Registered since

2007

Jurisdictions

53

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Edward Richard Cofrancesco Chief Executive Officer CRD 2305035
• Matthew Edward Lampman President, Chief Operating Officer CRD 6132493
• David S Weinberger Chief Options Principal, Chief Financial Officer, Chief Risk Officer CRD 2676116

2 more executive officers, with direct contact details

Advisory reps 3 of 118

• Erkan E Afacan Insurance Agent · Investment Adviser Rep CRD 2563297
• Robert Michael Alvarez Insurance Agent · Investment Adviser Rep CRD 2242198
• Kevin D Barletta Sr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4691033

115 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 N Orange Ave Ste 1000
Orlando, FL 32801

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: iaac.com

Every state, with registration dates

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