# INDIVIDUAL ASSET MANAGEMENT, INC

INDIVIDUAL ASSET MANAGEMENT, INC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123418
- Type: SEC-registered investment adviser
- SEC file number: 801-132369
- Location: 411 BOREL AVENUE, SUITE 502, SAN MATEO, CA, 94402
- Phone: 415-358-0138
- Latest filing: 2026-03-27
- Regulatory AUM: $173.1M
- Discretionary AUM: $173.1M
- Clients: 5
- Accounts: 424

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Dusan Thomas Zachystal | CEO/CCO | — |
| ZACHYSTAL DUSAN THOMAS | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123418/similar
- Related entities: https://search.stillhousedata.com/firm/123418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123418

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.