Overview
Assets Under Management: $184 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
IA NETWORK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319096), IA NETWORK, LLC is subject to fiduciary duty under federal law.
IA NETWORK, LLC is headquartered in CHARLOTTE, NC.
IA NETWORK, LLC serves 54 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, IA NETWORK, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
IA NETWORK, LLC manages $184 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, IA NETWORK, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 572
Discretionary Accounts: 571
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 319096
Last Filing Date: 2025-02-20 00:00:00
Website: https://ianetwork.com