Isgam Us LLC

SEC-regulated
Registered investment advisor
ISGAM US LLC, led by Frank van Lerven, is a financial advisor firm established in May 2022. Frank van Lerven is a Certified Financial Planner™ with extensive experience in the industry. As the Managing Member and Chief Compliance Officer of ISGAM US LLC, he upholds the fiduciary standard of care, ensuring that clients' best interests are prioritized. Frank van Lerven also serves as a Relationship Manager and Shareholder at ISGAM AG, a related company where he spends 40% of his time providing investment management services. Clients of ISGAM US LLC and ISGAM AG are distinct, with ISGAM US LLC catering to US nationals and residents, while ISGAM AG serves non-US nationals. ISGAM AG acts as a sub-adviser to ISGAM US LLC, offering research and analysis services for client portfolio management. Frank van Lerven's compensation is derived from a salary and profits as an owner, with no additional compensation related to advisory services. As the Chief Compliance Officer, he oversees compliance programs to ensure regulatory adherence. Frank van Lerven has a clean disciplinary record and meets the requirements for state registered advisers. Clients can contact Frank van Lerven for further information or assistance at +1 (305) 779 5913.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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