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CEO · International Assets Investment Management, LLC

Edward Richard Cofrancesco

CRD 2305035 · Named on Form ADV at 3 SEC-registered advisers

At a glance

International Assets Investment Management, LLC, an SEC-registered wealth manager based in Orlando, FL with $2.6 billion in regulatory assets, lists Edward Richard Cofrancesco on its Form ADV as CEO, a control person. The SEC filings also name Edward at 2 other registered advisers.

Firms and roles

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.