Overview
Assets Under Management: $14.1 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 9,632
Average Client Assets: $64,943
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9,632
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.44
Average High-Net-Worth Client Assets: $64,943
Total Client Accounts: 54,861
Discretionary Accounts: 54,861
Regulatory Filings
CRD Number: 168267
Filing ID: 2009935
Last Filing Date: 2025-08-21 11:09:00
Website: https://iaaria.com