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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Advisor Alliance LLC
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| CRD # | 168267 |
| SEC # | 801-78808 |
| CIK # | 0001696899 |
| AUM | $14.1 B (2025-06-06) |
| Employees | 283 (77% Investors, 75% Brokers) |
| Phone | 888-430-1555 |
| Address | 11215 N Community House Rd Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001696899 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Ameris Bancorp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| MicroStrategy Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,960 | 0.6 |
| (b) Individuals (high net worth individuals) | 9,632 | 0.6 |
| (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 | 197 | 0.2 |
| (h) Charitable organizations | 123 | 3.8 |
| (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 | 214 | 8.9 |
| (n) Other | 1 | 0.0 |
| Total | 54,861 | 14.1 |
| By Discretionary | ||
| Discretionary | 54,861 | 14.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 54,861 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 54,861 | 14.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696899] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park Avenue Securities LLC
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|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
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|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |
|
&Partners
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|
TN | 14.1 |
|
Evercore Wealth Management LLC
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|
NY | 13.9 |
|
First Horizon Advisors Inc
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|
TN | 13.6 |
|
Appleton Partners Inc
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|
MA | 13.5 |
|
Investment Research & Advisory Group Inc
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|
GA | 13.2 |