IAM ADVISORY LLC of EASTON, PA is an SEC-registered investment adviser (CRD 305492). Regulatory assets under management: $699.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |