INDEPENDENT ADVISOR ALLIANCE, LLC

11215 N. Community House Rd.
Ste. 775
Charlotte, North Carolina 28277
Tel: 888.430.1555

About INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC, formally registered with the SEC as INDEPENDENT ADVISOR ALLIANCE, LLC. The firm was established in 11/26/2013. They have over 133 offices throughout the country.

INDEPENDENT ADVISOR ALLIANCE, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $12,826,908,245 assets under management, offering retirement planning & investment advisory services to 52309 clients. The firm is staffed with 230 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168267
SEC#	801-78808
Assets Managed by Firm	$12,826,908,245
No. of Clients	52309
No. of Advisors	230

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	52309	$12,826,908,245
Individuals (other than high net worth individuals)	22271	$4,282,535,728
High net worth individuals	9066	$8,009,952,944
Pension and profit sharing plans	143	$76,104,311
Charitable organizations	105	$275,295,000
Corporations or other businesses	200	$177,497,991

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