The INDEPENDENT ADVISOR ALLIANCE, LLC is a privately held investment adviser that advises $17.23Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INDEPENDENT ADVISOR ALLIANCE, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 125.22% over the last 5-years.
The Group has been registered with the SEC for 12.68 years and is comprised of 1 filing and 0 relying advisers. They operate out of 115 office locations with their Headquarters at 11215 N. COMMUNITY HOUSE RD. STE. 775, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 251 employees comprised of 247 investment and 4 non-investment staff. The total number of Employees increased by 20.67% over the last 5-years.
Their $17.23Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2,774 other accounts. Assets of High Net Worth Individuals clients own $11.97Bn or 69.46% of Total Assets and Individuals own $4.35Bn or 25.24% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INDEPENDENT ADVISOR ALLIANCE, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.