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IA NETWORK, LLC
210 N Church St
Suite 1905
Charlotte, North Carolina 28202
Tel: 704-272-1211
About IA NETWORK, LLC
IA NETWORK, LLC, formally registered with the SEC as IA NETWORK, LLC. The firm was established in 03/15/2022. They have over 3 offices throughout the country.
IA NETWORK, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $183,507,741 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319096 |
| SEC# | 801-123452 |
| Assets Managed by Firm | $183,507,741 |
| No. of Clients | 572 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 572 | $183,507,741 |
| Individuals (other than high net worth individuals) | 199 | $55,707,438 |
| High net worth individuals | 54 | $123,012,755 |
| Charitable organizations | Fewer than 5 clients | $4,725,105 |
| Corporations or other businesses | Fewer than 5 clients | $62,443 |
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