| Name | Title | Ownership | Since |
|---|---|---|---|
| Holly Parsons Jinks Control | Managing Member, Chief Operating Officer, And Chief Compliance Officer | 50-75% | 2019 |
| Joseph Clark Parsons Control | Managing Member | 50-75% | 2019 |
Iam Advisory LLC reports $699.4 million in regulatory assets under management on its Form ADV.
Iam Advisory LLC reports 14 employees.
Iam Advisory LLC is based in Easton, PA and has been SEC-registered since 2020.
Iam Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 137 North Second Street, Easton, PA 18042 |
| Phone | 610-258-3269 |
| Fax | 610-258-5841 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1825292 |
| Discloses disciplinary history | No |
| Discretionary | $699.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $699.4M |