|
⚲
|
| IA Network LLC
✚
| |
|---|---|
| CRD # | 319096 |
| SEC # | 801-123452 |
| CIK # | |
| AUM | $161.3 MM (2024-06-06) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 704-272-1211 |
| Address | 210 N Church St Charlotte, NC 28202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 49.1 |
| (b) Individuals (high net worth individuals) | 54 | 109.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 161.3 |
| By Discretionary | ||
| Discretionary | 539 | 160.6 |
| Non-Discretionary | 3 | 0.6 |
| Total | 542 | 161.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.3 | |
| Total | 542 | 161.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |
|
Para Wealth Advisors Inc
✚
|
WA | 0.2 |
|
Financial Horizons Inc
✚
|
CA | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |
|
Flagship Capital Management Inc
✚
|
PA | 0.2 |
|
Bradley & Company Private Wealth Management LLC
✚
|
FL | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |