Independent Advisor Alliance is an investment advisor in Charlotte with $9.83 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463825461
SEC advisor number
801-78808
FINRA CRD number
168267
AUM ?
$12.83 bn
(as of 13 Mar 24)
Accounts
52,309
(as of 13 Mar 24)
Employees
230
(228 investment advisory or research)
Address
Independent Advisor Alliance
11525 N. COMMUNITY HOUSE ROAD
SUITE 575
CHARLOTTE
NC 28277
11525 N. COMMUNITY HOUSE ROAD
SUITE 575
CHARLOTTE
NC 28277
Phone
980-318-5425
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21