Investment Advisors International, Inc. (Johns Creek)


Investment Advisors International, Inc. is a large advisory firm based in Johns Creek. It manages $30.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Investment Advisors International provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Advisors International: assets under management

The assets under management (AUM) of Investment Advisors International, Inc. is $30.33 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Advisors International, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Advisors International, Inc.

Jr. James Leon Stoddard has been acting as President since 1 Dec 2005. George Chuwang Chuang joined the executive team most recently as the Interim President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Nancy Ann Moate Chief financial officer 1 Dec 2005 Other 2422381
Leesa May Easley Secretary 1 Dec 2005 Other 1159393
Jr. James Leon Stoddard President 1 Dec 2005 Other 2357876
Timmy Lynn Stonehocker Director 1 Dec 2005 Other 1719995
Scott Wagner Ham Director 1 Dec 2005 Other 4561504
Raymond Randall Powell Vice president/chief marketing officer 1 Dec 2005 Other 1234048
Kimberly Ann Scouller Director 1 Dec 2005 Other 2687207
Monte Holm Director 1 Dec 2005 Other 1103018
Inc. Aegon Asset Management Services Shareholder 1 Dec 2005 75% - 100% 39-1884868
Andrew Michael Schaad Chief compliance officer 1 Jan 2006 Other 3084299
Steven Eugene Wilcox Chief compliance officer 1 Feb 2008 Other 3200315
Jack Darrell Linder Director 1 Apr 2008 Other 1015860
Kevin Lue Palmer President 1 May 2008 Other 1828129
Kimberly Jeanne Smith Secretary 1 Apr 2009 Other 4542483
Dan Shane Trivers Vice president, chief administrative officer 1 Oct 2009 Other 1948553
Derrick Wade Vermillion Vice president 1 May 2010 Other 3213279
Patricia Jean Posada Vice president, chief supervisory officer 1 May 2010 Other 1597807
Todd Andrew Carpenter Chief supervisory officer 1 Oct 2010 Other 3125437
Leesa May Easley Secretary 1 Nov 2010 Other 1159393
Dina Sama Venero Secretary, counsel 1 May 2011 Other 2110983
George Chuwang Chuang Interim president 1 Jun 2011 Other 3162477

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
Vereniging Aegon Netherlands Membership Association Owner 1 Jan 1983 50% - 75% foreign
Aegon International N.V. Owner 1 Jul 1986 75% - 100% forieign
Aegon N.V. Owner 1 Feb 1991 75% - 100% 98-0339423
Ausa Holding Company Owner 1 Feb 1997 75% - 100% 52-1549874
Aegon U.S. Corporation Owner 1 Dec 2001 75% - 100% 42-1528022
Aegon U.S. Holding Corporation Owner 1 Dec 2001 75% - 100% 13-3350744
The Aegon Trust Owner 1 Feb 2004 75% - 100% 51-6513848
Inc. Aegon Usa Owner 1 Nov 2004 75% - 100% 42-1310237
Llc. Aegon Usa Owner 1 Nov 2004 75% - 100% 42-1310237
Transamerica Corporation Owner 1 Dec 2004 75% - 100% 42-1484983
Transamerica Corporation (De) Owner 1 Dec 2004 75% - 100% 42-1484983
The Aegon Trust Owner 1 Dec 2004 75% - 100% 51-6513848
Aegon International B.V. Owner 1 Dec 2007 75% - 100% 98-0341716
Aegon N.V. Owner 1 Dec 2007 75% - 100% 98-0339423
Aegon U.S. Holding Corporation Owner 1 Aug 2008 75% - 100% 13-3350744

Based in Johns Creek

The principal office where Investment Advisors International, Inc. performs its advisory services is located at 11315 Johns Creek Parkway, Johns Creek, GA 30097 1517, which is also the mailing address of the firm. An additional office of the firm is in Duluth, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (770) 453-9300 or by fax (678) 966-6290. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.investmentadvisorsinternational.com.