IA NETWORK, LLC
Total AUM
$199.5M
Employees
5Clients
262Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
210 N CHURCH ST
SUITE 1905
CHARLOTTE
NC 28202
United States
SUITE 1905
CHARLOTTE
NC 28202
United States
Operating Hours
9:00 TO 5:00 (ET)
Monday - Friday
Monday - Friday
Phone
704-272-1211
Other Offices
3
Financials
Total AUM
$199.5M
Accounts
593Discretionary
$199M
Accounts
592Non-Discretionary
$495.4K
Accounts
1
Clients
Individual Clients
197AUM
$59.4M
HNW Individual Clients
62AUM
$132.6M
Pension/Profit Sharing Plan Clients
1AUM
$4.4M
Charitable Organization Clients
1AUM
$3.1M
Corporation or Business Clients
1AUM
$79.2K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCOINLANCNYSCTN
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.