Andrew Bruce Elsoffer

International Assets Investment Management, LLC

30 Years of Experience

11 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

International Assets Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

119 advisors

Number of Clients

5,283 clients

Average Client Portfolio

$419K average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:$50K

Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (11)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2022

Final

Customer Dispute

February 2020

Settled

Customer Dispute

July 2019

Settled

Employment Separation After Allegations

October 2018

Customer Dispute

March 2016

Settled

Customer Dispute

February 2016

Settled

Employment Separation After Allegations

October 2011

Customer Dispute

August 2009

Settled

Customer Dispute

February 2005

Settled

Customer Dispute

March 2004

Denied

Customer Dispute

September 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrew is a varsity soccer coach at Shaker Heights High School since 2018, dedicating a few hours per week. He is also a member/owner of Abe Wealth Management, LLC, a private label entity for his financial business, dedicating nearly full-time hours.