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| Happy Holidays!! thanks for using AUM13F!! |
| IA Network LLC
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| CRD # | 319096 |
| SEC # | 801-123452 |
| CIK # | |
| AUM | $183.5 M (2025-07-16) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 704-272-1211 |
| Address | 210 N Church St Charlotte, NC 28202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 55.7 |
| (b) Individuals (high net worth individuals) | 54 | 123.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 183.5 |
| By Discretionary | ||
| Discretionary | 571 | 183.1 |
| Non-Discretionary | 1 | 0.4 |
| Total | 572 | 183.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.5 | |
| Total | 572 | 183.5 |
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|---|---|---|
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Flying Point Financial Inc
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MA | 0.2 |
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CT | 0.2 |
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NY | 0.2 |
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CornerStone Enterprises LLC
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WI | 0.2 |
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Clearview Wealth Advisors LLC
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OR | 0.2 |
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ORCA Investment Management LLC
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OR | 0.2 |
|
Sechrest Financial Services LLC
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MA | 0.2 |
|
Axecap Investments LLC
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OH | 0.2 |
|
Wealthtrust Asset Management LLC
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|
FL | 0.2 |
|
Denali Wealth Management Inc
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|
WI | 0.2 |