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Island Asset Management, LLC

Headquartered in SAINT SIMONS ISLAND, GA

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Firm Information

Island Asset Management, LLC is an investment advisor that manages approximately $50.2 million in assets for 117 clients. The firm provides portfolio management for individuals and has 1 investment adviser representative. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals, managing $40 million and $10 million in assets for these client types, respectively. The firm also manages $200,000 in assets for one pension and profit-sharing plan.

Island Asset Management, LLC

$50.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ISLAND ASSET MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

SAINT SIMONS ISLAND, GA

Advisors at Island Asset Management, LLC

View All 1 Advisors
Unclaimed
Thomas Turner Neely

RA

SAINT SIMONS ISLAND, GA

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Disclosures

There are no public disclosures for Island Asset Management, LLC.

Frequently Asked Questions (6)

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