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 $10,095,700,130 assets under management, offering retirement planning & investment advisory services to 47432 clients. The firm is staffed with 227 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168267
SEC#	801-78808
Assets Managed by Firm	$10,095,700,130
No. of Clients	47432
No. of Advisors	227

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	47432	$10,095,700,130
Individuals (other than high net worth individuals)	20913	$3,718,666,323
High net worth individuals	8308	$5,988,404,719
Pension and profit sharing plans	147	$67,069,756
Charitable organizations	91	$199,254,991
Corporations or other businesses	185	$117,464,108

Inquire with INDEPENDENT ADVISOR ALLIANCE, LLC

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