Independent Advisor Alliance LLC

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Independent Advisor Alliance LLC
CRD #168267
SEC #801-78808
CIK #1696899
AUM $4.7 BB (99% Disc, 100% US)
Employees175 (100% Investors, 99% Brokers)
Phone888-430-1555
Address11525 N Community House Rd
Charlotte, NC 28277
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02011201420172020
Sector Holding Cap ($MM) Value ($MM)
AMZN820,610.024.1
AAPL843,560.024.0
MSFT865,660.019.3
V341,210.013.3
PG249,110.012.8
JNJ369,000.011.2
HD206,070.09.6
DUK65,690.09.3
UNH233,310.08.4
SO53,180.08.1
View All
Holdings by Sector ($)
235188141944702017201820192020
Comparable Firms State AUM ($BB)
Greycourt & Co Inc
PA 5.0
Sentinel Pension Advisors Inc
MA 4.9
Riverbridge Partners LLC
MN 4.7
Sky Harbor Capital Management LLC
CT 4.6
Greenleaf Advisors LLC
NJ 4.5
Seven Post Investment Office LP
CA 4.5
Choate Investment Advisors LLC
MA 4.5
Dowling & Yahnke LLC
CA 4.5
Altair Advisers LLC
IL 4.4
EP Wealth Advisors LLC
CA 4.4
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