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| Keyboard |
| IA Network LLC
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|---|---|
| CRD # | 319096 |
| SEC # | 801-123452 |
| CIK # | |
| AUM | 199.5 M (2026-03-23) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 704-272-1211 |
| Address | 210 N Church St Charlotte, NC 28202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 59.4 |
| (b) Individuals (high net worth individuals) | 62 | 132.6 |
| (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 | 4.4 |
| (h) Charitable organizations | 0 | 3.1 |
| (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 | 593 | 199.5 |
| By Discretionary | ||
| Discretionary | 592 | 199.0 |
| Non-Discretionary | 1 | 0.5 |
| Total | 593 | 199.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.5 | |
| Total | 593 | 199.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspen Private Advisors LLC
✚
|
SD | 199.9 M |
|
KG Capital Management LLC
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LA | 199.5 M |
|
DBK Financial Counsel LLC
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|
Executive Financial Services Inc
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|
Tranquilli Financial Advisor LLC
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NJ | 199.4 M |
|
Sechrest Financial Services LLC
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|
MA | 199.2 M |
|
AIO Financial LLC
✚
|
AZ | 199.2 M |
|
RIK Saylor Financial Inc
✚
|
OH | 199.2 M |
|
Financial Architects LLC
✚
|
GA | 199.2 M |
|
RWA Advisors LLC
✚
|
FL | 199.1 M |