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INDEPENDENT ADVISOR ALLIANCE, LLC
Tel: 888.430.1555
11215 N. Community House Rd. Ste. 775
Charlotte, North Carolina 28277
INDEPENDENT ADVISOR ALLIANCE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $12,826,908,245 in assets under management and provides investment advisory services for 52309 clients. There are currently 230 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
168267
SEC#:
801-78808
No. of Clients:
52309
Assets under Management
$12,826,908,245
No. of Advisors:
230
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