# IAM ADVISORY LLC

IAM ADVISORY LLC of EASTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 305492
- Type: SEC-registered investment adviser
- SEC file number: 801-117991
- Location: 137 NORTH SECOND STREET, EASTON, PA, 18042
- Phone: 610-258-3269
- Latest filing: 2026-06-12
- Regulatory AUM: $699.4M
- Discretionary AUM: $699.4M
- Clients: 14
- Accounts: 2,759

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Clark Parsons | MANAGING MEMBER | — |
| Holly Parsons Jinks | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| PARSONS JOSEPH CLARK | MANAGING MEMBER | — |
| JINKS HOLLY PARSONS | MANAGING MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WYCKOFF | NJ | 1 | 201-485-7161 |
| — | — | 1 | 908-654-8041 |
| — | — | 1 | 570-650-2873 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305492/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305492/similar
- Related entities: https://search.stillhousedata.com/firm/305492/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305492

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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.
