|
⚲
|
| Independent Advisor Alliance LLC
✚
|
|
|---|---|
| CRD # | 168267 |
| SEC # | 801-78808 |
| CIK # | 0001696899 |
| AUM | $10.1 BB (2023-03-31) |
| Employees | 207 (100% Investors, 99% Brokers) |
| Phone | 888-430-1555 |
| Address | 11215 N Community House Rd Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001696899 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.2 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Ameris Bancorp | 2.8 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Advanced Micro Devices Inc | 131.5 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Coca Cola Co | 270.0 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| McDonalds Corp | 179.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Tesla Motors Inc | 723.4 | 0.0 | |
| Mitek Systems Inc | 0.4 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| SPDR Gold Trust | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17,676 | 3.2 |
| (b) Individuals (high net worth individuals) | 7,149 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 125 | 0.1 |
| (h) Charitable organizations | 75 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 178 | 0.1 |
| (n) Other | 3 | 0.0 |
| Total | 39,278 | 9.8 |
| By Discretionary | ||
| Discretionary | 39,278 | 9.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39,278 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 39,278 | 9.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001696899] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Degroof Petercam Asset Management
✚
|
10.7 | |
|
Evercore Wealth Management LLC
✚
|
NY | 10.5 |
|
Newport Group Consulting LLC
✚
|
FL | 10.4 |
|
Transamerica Retirement Advisors LLC
✚
|
MN | 10.4 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 10.3 |
|
Clearstead Advisors LLC
✚
|
OH | 10.2 |
|
Congress Asset Management Company LLP
✚
|
MA | 10.1 |
|
Sentry Management Inc
✚
|
TX | 10.0 |
|
Park Avenue Securities LLC
✚
|
NY | 9.9 |
|
Principal Securities Inc
✚
|
IA | 9.4 |